Coppell Advisory Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Coppell Advisory Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$495,686
-11.9%
12,191
-16.6%
0.17%
+7.5%
Q2 2023$562,532
+20.9%
14,611
+22.0%
0.16%
+3.9%
Q1 2023$465,434
-6.1%
11,974
-1.8%
0.15%
-8.9%
Q4 2022$495,686
-58.7%
12,191
-76.3%
0.17%
-72.2%
Q4 2020$1,200,00051,5180.60%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders