BUCKINGHAM STRATEGIC WEALTH, 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
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$619,466
-7.0%
10,7100.0%0.01%0.0%
Q2 2023$666,055
+38.7%
10,7100.0%0.01%0.0%
Q1 2023$480,1290.0%10,7100.0%0.01%0.0%
Q4 2022$480,129
-0.6%
10,710
-6.5%
0.01%
-10.0%
Q3 2022$483,000
-7.8%
11,4600.0%0.01%0.0%
Q2 2022$524,000
-21.2%
11,4600.0%0.01%
-23.1%
Q1 2022$665,000
-11.9%
11,460
-2.3%
0.01%
-13.3%
Q4 2021$755,000
+13.5%
11,7300.0%0.02%
+7.1%
Q3 2021$665,000
+0.8%
11,730
+500.0%
0.01%
-12.5%
Q2 2021$660,000
+9.6%
1,9550.0%0.02%
-46.7%
Q1 2021$602,000
+2.6%
1,9550.0%0.03%
-3.2%
Q4 2020$587,000
+21.5%
1,955
+6.8%
0.03%
-16.2%
Q3 2020$483,000
+12.1%
1,8300.0%0.04%
-9.8%
Q2 2020$431,000
+29.0%
1,8300.0%0.04%
+28.1%
Q1 2020$334,000
-20.1%
1,830
-7.8%
0.03%
-20.0%
Q4 2019$418,000
+94.4%
1,985
+57.9%
0.04%
+48.1%
Q1 2019$215,0001,2570.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders