Placemark Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$1,208,000
+28.4%
13,477
+25.6%
0.02%
+23.5%
Q3 2014$941,000
+237.3%
10,733
+246.2%
0.02%
+240.0%
Q2 2014$279,0003,1000.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Fortis Advisors, LLC 34,819$2,029,0001.79%
Richard Bernstein Advisors LLC 574,789$33,499,0000.82%
WealthBridge Capital Management, LLC 16,859$983,0000.43%
Interchange Capital Partners, LLC 13,118$764,0000.41%
Slow Capital, Inc. 27,602$1,609,0000.38%
PATRON PARTNERS, LLC 4,061$237,0000.23%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 22,591$1,316,6030.22%
Madden Advisory Services, Inc. 3,850$224,0000.19%
Cedar Brook Financial Partners, LLC 8,025$468,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,178$1,059,0000.16%
View complete list of ISHARES TR shareholders