WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 295 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,394,345
-5.9%
41,396
+1.2%
0.08%
-1.2%
Q2 2023$2,544,504
-2.8%
40,915
+381.1%
0.08%
-25.7%
Q1 2021$2,617,000
+46.9%
8,504
+43.2%
0.11%
+34.5%
Q4 2020$1,782,000
-13.2%
5,939
-23.7%
0.08%
-24.3%
Q3 2020$2,053,000
-31.9%
7,788
-45.6%
0.11%
-37.6%
Q4 2019$3,015,000
-64.2%
14,326
-70.2%
0.18%
-65.2%
Q3 2018$8,413,000
+125.7%
48,039
+112.0%
0.51%
+71.5%
Q2 2018$3,727,000
-59.1%
22,655
-60.6%
0.30%
-59.3%
Q1 2018$9,111,000
+8.5%
57,544
+5.3%
0.73%
+10.2%
Q4 2017$8,398,000
+37.4%
54,654
+17.0%
0.66%
+24.1%
Q2 2017$6,114,000
+16.6%
46,695
+10.6%
0.54%
+20.2%
Q1 2017$5,244,000
+48.3%
42,207
+16.4%
0.45%
+27.8%
Q4 2015$3,535,000
+107.2%
36,245
+101.6%
0.35%
+100.6%
Q4 2014$1,706,00017,9820.17%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders