Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,136
+3.4%
360.0%0.00%0.0%
Q3 2022$4,0000.0%360.0%0.00%0.0%
Q2 2022$4,0000.0%360.0%0.00%0.0%
Q1 2022$4,000
-98.9%
36
-98.7%
0.00%
-98.6%
Q4 2021$362,000
-62.8%
2,816
-62.3%
0.15%
-66.8%
Q3 2021$972,000
-45.0%
7,469
-44.9%
0.44%
-48.5%
Q2 2021$1,768,000
-28.3%
13,545
-28.6%
0.85%
-40.2%
Q1 2021$2,466,000
-33.6%
18,983
-32.0%
1.43%
-39.3%
Q4 2020$3,713,00027,9252.35%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders