Meristem Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$635,000
-9.8%
10,9380.0%0.07%
+15.0%
Q4 2021$704,000
+13.5%
10,9380.0%0.06%0.0%
Q3 2021$620,000
+0.8%
10,938
+500.0%
0.06%
-38.1%
Q2 2021$615,000
+9.6%
1,8230.0%0.10%
-14.2%
Q1 2021$561,000
+2.6%
1,8230.0%0.11%
-2.6%
Q4 2020$547,000
+13.7%
1,8230.0%0.12%
-5.7%
Q3 2020$481,000
+12.1%
1,8230.0%0.12%
+4.2%
Q2 2020$429,000
+29.2%
1,8230.0%0.12%
+15.7%
Q1 2020$332,000
-13.5%
1,8230.0%0.10%
+7.4%
Q4 2019$384,000
+13.9%
1,8230.0%0.10%
+4.4%
Q3 2019$337,0001,8230.09%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders