Forum Financial Management, LP - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 239 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 35.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$238,120
-5.6%
4,7950.0%0.01%
-16.7%
Q2 2023$252,361
+0.5%
4,7950.0%0.01%
-14.3%
Q1 2023$251,163
+10.3%
4,7950.0%0.01%
-12.5%
Q4 2022$227,762
+1.7%
4,795
-3.9%
0.01%
-27.3%
Q2 2022$224,000
-15.8%
4,9870.0%0.01%
-15.4%
Q1 2022$266,0004,9870.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Israel Discount Bank of New York 218,785$10,864,8649.02%
Palisades Hudson Asset Management, L.P. 170,410$8,4634.63%
GenTrust, LLC 1,214,431$60,308,6284.24%
Blue Edge Capital, LLC 380,707$18,905,9103.96%
FIRST INTERSTATE BANK 892,222$44,307,7453.82%
AIA Group Ltd 1,467,300$72,866,1183.56%
Elm Partners Management LLC 648,175$32,188,3813.33%
SYNTAX RESEARCH, INC. 75,952$3,771,7783.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 641,647$20,668,2522.83%
Consilium Wealth Advisory, LLC 80,614$4,003,2882.80%
View complete list of ISHARES TR shareholders