Maryland Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Maryland Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,781,000
-15.8%
30,695
-6.6%
0.11%
-1.8%
Q4 2021$2,116,000
+6.1%
32,869
-6.6%
0.11%
-4.2%
Q3 2021$1,995,000
+7.8%
35,210
+485.8%
0.12%
-4.0%
Q1 2021$1,850,000
+9.8%
6,011
+7.0%
0.12%
+5.1%
Q4 2020$1,685,000
+16.0%
5,616
+2.0%
0.12%
-0.8%
Q3 2020$1,452,000
-8.0%
5,508
-17.8%
0.12%
-18.5%
Q2 2020$1,578,000
+15.5%
6,700
-10.5%
0.15%
-9.9%
Q1 2020$1,366,000
-11.5%
7,490
+2.2%
0.16%
-1.2%
Q4 2019$1,543,000
+18.1%
7,331
+3.8%
0.16%
+10.1%
Q3 2019$1,307,000
+0.3%
7,066
-2.7%
0.15%
-3.9%
Q2 2019$1,303,000
+4.4%
7,259
-0.5%
0.16%0.0%
Q1 2019$1,248,000
+30.4%
7,294
+9.8%
0.16%
+12.3%
Q4 2018$957,000
-15.8%
6,642
+2.3%
0.14%
-7.4%
Q3 2018$1,137,000
+6.1%
6,490
-0.4%
0.15%0.0%
Q2 2018$1,072,000
+7.2%
6,519
+3.2%
0.15%
+3.5%
Q1 2018$1,000,000
+24.7%
6,319
+21.0%
0.14%
+21.0%
Q4 2017$802,000
+108.9%
5,222
+93.6%
0.12%
+101.7%
Q3 2017$384,0002,6970.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
B, B, H, & B INC. 107,809$6,942,0005.79%
Goodwin Investment Advisory 79,083$5,099,0003.82%
OmniStar Financial Group, Inc. 47,931$3,086,0003.16%
MA Private Wealth 266,644$17,169,0003.08%
ONE Advisory Partners, LLC 78,450$5,051,0002.88%
HawsGoodwin Investment Management LLC 146,314$9,421,0002.74%
Keystone Financial Services 78,003$5,022,0002.58%
4J Wealth Management LLC 47,459$3,056,0002.57%
Outlook Wealth Advisors, LLC 131,574$8,472,0002.49%
PATTEN & PATTEN INC/TN 557,157$35,875,0002.48%
View complete list of ISHARES TR shareholders