SHEETS SMITH WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 290 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,681,991
+10.8%
20,309
+0.0%
0.20%
+18.2%
Q1 2024$1,518,643
+5.6%
20,300
-3.8%
0.17%
-17.1%
Q4 2023$1,438,189
+14.4%
21,094
-2.9%
0.20%
+7.3%
Q3 2023$1,256,979
-7.7%
21,732
-0.8%
0.19%
-4.0%
Q2 2023$1,361,899
+4.8%
21,899
-8.4%
0.20%0.0%
Q1 2023$1,299,367
-2.1%
23,903
-19.3%
0.20%
-4.3%
Q4 2022$1,327,416
-2.7%
29,610
-8.4%
0.21%
-8.8%
Q3 2022$1,364,000
-13.3%
32,326
-6.2%
0.23%
-12.0%
Q2 2022$1,574,000
-19.8%
34,446
+1.9%
0.26%
-4.1%
Q1 2022$1,962,000
-9.0%
33,817
+1.0%
0.27%
+0.7%
Q4 2021$2,156,000
+13.8%
33,484
+0.2%
0.27%
+4.3%
Q3 2021$1,894,000
-3.5%
33,429
+475.1%
0.26%
-2.7%
Q2 2021$1,962,000
-32.2%
5,813
-38.2%
0.26%
-38.0%
Q1 2021$2,895,000
+9.1%
9,407
+6.4%
0.43%
+6.2%
Q4 2020$2,653,000
-18.0%
8,841
-27.9%
0.40%
-28.8%
Q3 2020$3,234,000
+14.2%
12,267
+2.0%
0.56%
-0.7%
Q2 2020$2,832,000
+44.7%
12,023
+12.1%
0.57%
+38.3%
Q1 2020$1,957,00010,7290.41%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders