Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 54 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$646,757
+76258.6%
7,554
-18.6%
0.07%
-24.4%
Q4 2022$847
-99.9%
9,275
+11.3%
0.09%
+13.9%
Q3 2022$659,000
+6.3%
8,330
+11.4%
0.08%
+14.5%
Q2 2022$620,000
+67.6%
7,478
+84.2%
0.07%
+283.3%
Q1 2022$370,0004,0600.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Beacon Harbor Wealth Advisors, Inc. 105,897$9,660,0003.15%
Empowered Funds, LLC 140,591$12,825,0001.40%
MARTIN & CO INC /TN/ 39,976$3,647,0000.93%
Capital Advisory Group Advisory Services, LLC 9,092$829,0000.38%
SOUTHERN CAPITAL ADVISORS, LLC 5,766$526,0000.36%
Retirement Planning Co of New England, Inc. 5,158$470,0000.27%
Hills Bank & Trust Co 18,328$1,672,0000.24%
Smith Anglin Financial, LLC 9,946$907,0000.21%
SP Asset Management 20,223$1,845,0000.20%
Wealth Management Solutions, LLC 2,786$254,0000.13%
View complete list of ISHARES TR shareholders