OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$7,858
+11.6%
1000.0%0.00%0.0%
Q3 2023$7,044
-1.5%
1000.0%0.00%0.0%
Q2 2023$7,154
+3.7%
1000.0%0.00%0.0%
Q1 2023$6,901
+123.2%
100
+127.3%
0.00%
+100.0%
Q4 2022$3,092
+3.1%
440.0%0.00%0.0%
Q3 2022$3,0000.0%440.0%0.00%0.0%
Q2 2022$3,0000.0%440.0%0.00%
+100.0%
Q1 2022$3,000440.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders