WHITTIER TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 329 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 15.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$214,000
-7.8%
5,0700.0%0.00%
-20.0%
Q2 2022$232,000
-21.1%
5,0700.0%0.01%0.0%
Q1 2022$294,000
-9.8%
5,0700.0%0.01%0.0%
Q4 2021$326,000
+13.6%
5,0700.0%0.01%0.0%
Q3 2021$287,000
+0.7%
5,070
+500.0%
0.01%0.0%
Q2 2021$285,000
-15.7%
845
-23.2%
0.01%
-28.6%
Q1 2021$338,000
+2.4%
1,1000.0%0.01%0.0%
Q4 2020$330,000
+13.8%
1,1000.0%0.01%0.0%
Q3 2020$290,000
-12.1%
1,100
-21.4%
0.01%
-22.2%
Q2 2020$330,000
+29.4%
1,4000.0%0.01%
+12.5%
Q1 2020$255,000
-13.6%
1,4000.0%0.01%0.0%
Q4 2019$295,000
+13.9%
1,4000.0%0.01%
+14.3%
Q3 2019$259,000
+3.2%
1,4000.0%0.01%0.0%
Q2 2019$251,000
+5.0%
1,4000.0%0.01%0.0%
Q1 2019$239,000
+18.3%
1,4000.0%0.01%0.0%
Q4 2018$202,000
-17.6%
1,4000.0%0.01%
-12.5%
Q3 2018$245,000
+6.5%
1,4000.0%0.01%0.0%
Q2 2018$230,000
+3.6%
1,4000.0%0.01%
+14.3%
Q1 2018$222,000
+3.3%
1,4000.0%0.01%0.0%
Q4 2017$215,000
+8.0%
1,4000.0%0.01%0.0%
Q3 2017$199,000
-7.4%
1,400
-14.6%
0.01%
-12.5%
Q2 2017$215,000
+5.4%
1,6400.0%0.01%0.0%
Q1 2017$204,000
+13.3%
1,6400.0%0.01%0.0%
Q4 2016$180,000
-1.1%
1,6400.0%0.01%0.0%
Q3 2016$182,000
+13.8%
1,6400.0%0.01%
+14.3%
Q2 2016$160,000
-2.4%
1,6400.0%0.01%0.0%
Q1 2016$164,000
+2.5%
1,6400.0%0.01%0.0%
Q4 2015$160,000
+8.1%
1,6400.0%0.01%0.0%
Q3 2015$148,0001,6400.01%
Other shareholders
ISHARES TR shareholders Q3 2020
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