Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 250 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,123,938
-4.4%
13,571
-13.6%
0.05%
-17.5%
Q1 2024$1,175,607
-0.8%
15,715
-9.6%
0.06%
-21.9%
Q4 2023$1,185,110
+15.2%
17,382
-2.3%
0.07%
+1.4%
Q3 2023$1,028,685
-11.0%
17,785
-4.3%
0.07%
-5.3%
Q2 2023$1,155,938
+31.2%
18,587
+14.7%
0.08%
+58.3%
Q1 2023$880,842
+22.7%
16,204
+1.2%
0.05%
+2.1%
Q4 2022$717,639
+6.2%
16,008
-0.2%
0.05%
-4.1%
Q3 2022$676,000
-15.7%
16,035
-8.7%
0.05%
-14.0%
Q2 2022$802,000
-46.6%
17,557
-32.2%
0.06%
-38.0%
Q1 2022$1,503,000
-19.8%
25,903
-11.0%
0.09%
-21.4%
Q4 2021$1,873,000
+127.0%
29,092
+99.8%
0.12%
+85.7%
Q3 2021$825,000
+56.8%
14,563
+834.7%
0.06%
+57.5%
Q2 2021$526,000
-33.5%
1,558
-39.4%
0.04%
-40.3%
Q1 2021$791,000
+4.4%
2,572
+1.8%
0.07%
-6.9%
Q4 2020$758,000
+12.1%
2,526
-1.5%
0.07%
+41.2%
Q3 2020$676,000
+74.7%
2,564
+55.9%
0.05%
-1.9%
Q2 2020$387,000
-50.6%
1,645
-55.9%
0.05%
-53.2%
Q4 2019$784,000
+31.1%
3,726
+15.2%
0.11%
+13.3%
Q3 2019$598,0003,2350.10%
Other shareholders
ISHARES TR shareholders Q3 2019
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