REILLY FINANCIAL ADVISORS, LLC - 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
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$41,000
+13.9%
6360.0%0.00%0.0%
Q3 2021$36,0000.0%636
+500.0%
0.00%0.0%
Q2 2021$36,000
+16.1%
106
+6.0%
0.00%0.0%
Q1 2021$31,000
+3.3%
1000.0%0.00%0.0%
Q4 2020$30,000
+15.4%
1000.0%0.00%0.0%
Q3 2020$26,000
+8.3%
1000.0%0.00%0.0%
Q2 2020$24,000
+33.3%
1000.0%0.00%0.0%
Q1 2020$18,000
-14.3%
1000.0%0.00%
+50.0%
Q4 2019$21,000
+16.7%
1000.0%0.00%0.0%
Q3 2019$18,0000.0%1000.0%0.00%0.0%
Q2 2019$18,000
+5.9%
1000.0%0.00%0.0%
Q1 2019$17,000
+21.4%
1000.0%0.00%0.0%
Q4 2018$14,000
-22.2%
1000.0%0.00%0.0%
Q3 2018$18,000
+12.5%
1000.0%0.00%0.0%
Q2 2018$16,0000.0%1000.0%0.00%0.0%
Q1 2018$16,000
+6.7%
1000.0%0.00%0.0%
Q4 2017$15,000
+7.1%
1000.0%0.00%0.0%
Q3 2017$14,000
+7.7%
1000.0%0.00%0.0%
Q2 2017$13,000
+8.3%
1000.0%0.00%0.0%
Q1 2017$12,000
+9.1%
1000.0%0.00%0.0%
Q4 2016$11,0000.0%1000.0%0.00%0.0%
Q3 2016$11,000
+10.0%
1000.0%0.00%0.0%
Q2 2016$10,0000.0%1000.0%0.00%0.0%
Q1 2016$10,0000.0%1000.0%0.00%0.0%
Q4 2015$10,000
+11.1%
1000.0%0.00%0.0%
Q3 2015$9,000
-10.0%
1000.0%0.00%0.0%
Q2 2015$10,0000.0%1000.0%0.00%0.0%
Q1 2015$10,000
+11.1%
1000.0%0.00%0.0%
Q4 2014$9,0000.0%1000.0%0.00%0.0%
Q3 2014$9,0000.0%1000.0%0.00%0.0%
Q2 2014$9,000
+12.5%
1000.0%0.00%0.0%
Q1 2014$8,0000.0%1000.0%0.00%0.0%
Q4 2013$8,0000.0%1000.0%0.00%0.0%
Q3 2013$8,000
+14.3%
1000.0%0.00%0.0%
Q2 2013$7,0001000.00%
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