Newton One Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 115 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$91,000
-8.1%
1,9020.0%0.06%
-12.2%
Q2 2022$99,000
-14.7%
1,9020.0%0.07%
-12.9%
Q1 2022$116,000
-4.1%
1,9020.0%0.08%0.0%
Q4 2021$121,000
-4.7%
1,9020.0%0.08%
-10.5%
Q3 2021$127,000
+0.8%
1,9020.0%0.10%
-5.0%
Q2 2021$126,0001,9020.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Alexandria Capital, LLC 106,667$5,090,0001.28%
ASSETMARK, INC 1,080,984$51,585,0000.96%
SUNTRUST BANKS INC 2,547,269$121,553,0000.75%
IFC Holdings Incorporated/FL 40,699$1,940,0000.26%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 174,447$8,325,0000.19%
NATIONAL PLANNING CORP 40,318$1,736,0000.14%
ENVESTNET ASSET MANAGEMENT INC 575,916$27,483,0000.12%
Portfolio Solutions, LLC 15,086$720,0000.12%
INVESTMENT CENTERS OF AMERICA INC 15,867$758,0000.10%
LAZARD ASSET MANAGEMENT LLC 752,547$35,911,0000.08%
View complete list of ISHARES TR shareholders