Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 30 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$409,978
+5.6%
16,369
+10.2%
0.05%
+13.6%
Q2 2023$388,103
-5.7%
14,858
-2.9%
0.04%
-4.3%
Q1 2023$411,547
+1.3%
15,301
+3.1%
0.05%0.0%
Q4 2022$406,274
-99.9%
14,844
-7.8%
0.05%0.0%
Q3 2022$399,584,000
-17.1%
16,096
-2.5%
0.05%
-9.8%
Q2 2022$482,236,000
+78696.7%
16,509
-4.5%
0.05%
-7.3%
Q1 2022$612,000
-5.3%
17,289
-0.3%
0.06%
+17.0%
Q4 2021$646,000
-0.8%
17,334
-1.4%
0.05%
-6.0%
Q3 2021$651,000
-6.2%
17,586
-3.1%
0.05%
-3.8%
Q2 2021$694,000
+3.9%
18,146
-1.6%
0.05%0.0%
Q1 2021$668,000
-2.3%
18,441
-3.8%
0.05%
-30.7%
Q4 2020$684,000
+6.4%
19,177
-6.2%
0.08%
+7.1%
Q3 2020$643,0000.0%20,440
-3.8%
0.07%0.0%
Q2 2020$643,000
-32.2%
21,256
-12.5%
0.07%
-16.7%
Q1 2020$948,000
-1.4%
24,297
-2.0%
0.08%
-1.2%
Q4 2019$961,000
-4.8%
24,796
-5.4%
0.08%
-3.4%
Q3 2019$1,009,000
-6.5%
26,218
-7.6%
0.09%
-2.2%
Q2 2019$1,079,000
-8.3%
28,385
-6.3%
0.09%
-4.3%
Q1 2019$1,177,000
-8.3%
30,288
-18.6%
0.09%
-6.0%
Q4 2018$1,283,000
-23.5%
37,196
-17.3%
0.10%
-4.8%
Q3 2018$1,678,000
-3.2%
44,989
-1.3%
0.10%
+1.0%
Q2 2018$1,733,000
-12.3%
45,591
-10.0%
0.10%
+3.0%
Q1 2018$1,975,000
-44.2%
50,669
-43.4%
0.10%
-44.2%
Q4 2017$3,537,000
+8.4%
89,533
+4.5%
0.18%
+1.1%
Q3 2017$3,262,000
+6.3%
85,648
+3.3%
0.18%
+2.3%
Q2 2017$3,070,000
+3.5%
82,926
-0.6%
0.18%
+1.7%
Q1 2017$2,965,000
+15.9%
83,464
+9.6%
0.17%
+6.8%
Q4 2016$2,559,000
-11.2%
76,146
+0.2%
0.16%
-13.0%
Q3 2016$2,882,000
+9.9%
75,991
+6.5%
0.18%
+3.4%
Q2 2016$2,623,000
+3.1%
71,368
+2.5%
0.18%
-2.7%
Q1 2016$2,544,000
-2.0%
69,594
-5.8%
0.18%
-6.6%
Q4 2015$2,595,000
+53.7%
73,882
+268.2%
0.20%
+14.5%
Q3 2015$1,688,000
-35.6%
20,064
-71.5%
0.17%
-36.1%
Q2 2015$2,620,000
-2.2%
70,457
+0.4%
0.27%
-8.8%
Q1 2015$2,678,000
+5.5%
70,177
+0.1%
0.30%
-10.6%
Q4 2014$2,539,000
+3.0%
70,076
+4.0%
0.33%
-24.1%
Q3 2014$2,466,000
+20.5%
67,404
+28.5%
0.44%
+26.5%
Q2 2014$2,047,000
+7.3%
52,437
+0.2%
0.34%
-15.5%
Q1 2014$1,907,000
-31.7%
52,354
-29.9%
0.41%
-41.4%
Q4 2013$2,793,000
+8.9%
74,720
+9.5%
0.69%
-5.2%
Q3 2013$2,565,000
+21.5%
68,252
+13.8%
0.73%
+1.9%
Q2 2013$2,111,000
-2.8%
59,950
+5.0%
0.72%
-1.0%
Q1 2013$2,171,00057,0940.72%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CPWM, LLC 213,811$7,625,0000.69%
Lester Murray Antman dba SimplyRich 21,514$767,0000.34%
Schoolcraft Capital LLC 17,269$615,7980.26%
SOA Wealth Advisors, LLC. 19,427$694,0000.19%
ATLAS CAPITAL ADVISORS LLC 20,000$713,200,0000.15%
Equitable Holdings, Inc. 125,333$4,470,0000.10%
Freedom Investment Management, Inc. 19,177$684,0000.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26,095$931,0000.07%
Sterling Investment Advisors, Ltd. 3,876$138,0000.05%
ADELL HARRIMAN & CARPENTER INC 9,700$345,902,0000.05%
View complete list of ISHARES TR shareholders