Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$14,318
+17.9%
2100.0%0.00%
Q3 2023$12,146
-7.0%
2100.0%0.00%
Q2 2023$13,060
+14.4%
2100.0%0.00%
Q1 2023$11,416
+21.3%
2100.0%0.00%
Q4 2022$9,414
+4.6%
2100.0%0.00%
Q3 2022$9,000
-83.3%
210
-30.0%
0.00%
-100.0%
Q2 2019$54,000
-22.9%
300
-32.6%
0.00%
-25.0%
Q1 2018$70,000
+483.3%
445
+196.7%
0.00%
+33.3%
Q4 2013$12,0001500.00%
Other shareholders
ISHARES TR shareholders Q3 2022
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