Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 350 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$486,577
-99.9%
10,854
+5.0%
0.06%
+10.0%
Q3 2022$436,202,000
-18.0%
10,341
-11.2%
0.05%
-12.3%
Q2 2022$532,117,000
+84497.3%
11,644
+7.4%
0.06%
+1.8%
Q1 2022$629,000
-30.9%
10,841
-23.3%
0.06%
-16.4%
Q4 2021$910,000
+1.3%
14,128
-10.8%
0.07%
-2.9%
Q3 2021$898,000
-3.9%
15,844
+472.6%
0.07%
-1.4%
Q2 2021$934,000
+10.7%
2,767
+0.9%
0.07%
+6.1%
Q1 2021$844,000
-12.6%
2,741
-14.9%
0.07%
-37.7%
Q4 2020$966,000
-3.5%
3,221
-15.2%
0.11%
-2.8%
Q3 2020$1,001,000
-9.7%
3,798
-19.3%
0.11%
-9.9%
Q2 2020$1,108,000
-9.1%
4,705
-13.0%
0.12%
+12.0%
Q1 2020$1,219,000
-0.8%
5,407
-7.4%
0.11%0.0%
Q4 2019$1,229,000
-7.0%
5,840
-18.3%
0.11%
-6.1%
Q3 2019$1,322,000
-13.4%
7,145
-16.0%
0.12%
-10.2%
Q2 2019$1,527,000
+82.4%
8,504
+73.8%
0.13%
+91.0%
Q1 2019$837,0004,8930.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
B, B, H, & B INC. 107,809$6,942,0005.79%
Goodwin Investment Advisory 79,083$5,099,0003.82%
OmniStar Financial Group, Inc. 47,931$3,086,0003.16%
MA Private Wealth 266,644$17,169,0003.08%
ONE Advisory Partners, LLC 78,450$5,051,0002.88%
HawsGoodwin Investment Management LLC 146,314$9,421,0002.74%
Keystone Financial Services 78,003$5,022,0002.58%
4J Wealth Management LLC 47,459$3,056,0002.57%
Outlook Wealth Advisors, LLC 131,574$8,472,0002.49%
PATTEN & PATTEN INC/TN 557,157$35,875,0002.48%
View complete list of ISHARES TR shareholders