Smith Salley Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 83 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
Smith Salley Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$202,000
-11.4%
3,343
-14.1%
0.04%
-15.2%
Q2 2017$228,000
-1.7%
3,894
-0.3%
0.05%
-4.2%
Q1 2017$232,000
-2.1%
3,904
-3.2%
0.05%
-2.0%
Q4 2016$237,000
-4.4%
4,035
+0.5%
0.05%
-10.9%
Q3 2016$248,000
-2.7%
4,015
-0.6%
0.06%
-6.8%
Q2 2016$255,000
+2.4%
4,041
+0.9%
0.06%
-4.8%
Q1 2016$249,000
+6.4%
4,004
-1.0%
0.06%
+6.9%
Q4 2015$234,000
-6.8%
4,044
-8.6%
0.06%
-14.7%
Q3 2015$251,000
-14.0%
4,423
-6.0%
0.07%
-8.1%
Q2 2015$292,000
-0.3%
4,703
-1.7%
0.07%
-1.3%
Q1 2015$293,000
+0.3%
4,786
-1.6%
0.08%
-1.3%
Q4 2014$292,000
-14.4%
4,862
-10.4%
0.08%
-15.6%
Q3 2014$341,000
+0.6%
5,425
+0.9%
0.09%
-1.1%
Q2 2014$339,000
-6.6%
5,374
-1.0%
0.09%
-59.9%
Q1 2014$363,000
+0.3%
5,426
+2.5%
0.23%
-3.8%
Q4 2013$362,000
+4.9%
5,296
-1.4%
0.24%
-15.1%
Q3 2013$345,000
+10.6%
5,373
+2.2%
0.28%
+10.8%
Q2 2013$312,0005,2570.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HC Advisors, LLC 27,610$1,821,0001.47%
CORRADO ADVISORS, LLC 18,700$1,233,0001.02%
Laidlaw Wealth Management LLC 16,146$1,065,0000.47%
Slow Capital, Inc. 23,968$1,581,0000.43%
Destination Wealth Management 111,233$7,337,0000.37%
QUANTUM CAPITAL MANAGEMENT 4,933$325,0000.36%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$495,0000.24%
Kore Private Wealth LLC 15,795$1,042,0000.20%
Family Firm, Inc. 7,147$471,0000.17%
TBH Global Asset Management, LLC 7,380$487,0000.17%
View complete list of ISHARES TR shareholders