Patten Group, Inc. - 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
Patten Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,571,108
-7.0%
27,163
+0.0%
0.47%
+87.6%
Q2 2023$1,689,018
+10.5%
27,159
-3.4%
0.25%
-45.5%
Q1 2023$1,527,951
+16.3%
28,108
-4.1%
0.46%
+11.1%
Q4 2022$1,314,191
-5.1%
29,315
-8.9%
0.41%
-13.2%
Q3 2022$1,385,000
-13.1%
32,162
-4.3%
0.48%
-6.7%
Q2 2022$1,593,000
-19.1%
33,612
-1.0%
0.51%
-7.8%
Q1 2022$1,970,000
-10.8%
33,952
-1.0%
0.55%
-5.5%
Q4 2021$2,208,000
+74.1%
34,297
+53.2%
0.58%
+56.8%
Q3 2021$1,268,000
+3.2%
22,382
+514.9%
0.37%
+3.3%
Q2 2021$1,229,000
+9.7%
3,6400.0%0.36%
+0.6%
Q1 2021$1,120,000
-13.7%
3,640
-15.8%
0.36%
+2.6%
Q4 2020$1,298,000
+41.9%
4,325
+24.6%
0.35%
-2.0%
Q3 2020$915,000
+13.0%
3,470
+0.9%
0.36%
+2.3%
Q2 2020$810,000
+20.9%
3,440
-6.4%
0.35%
+0.9%
Q1 2020$670,000
-14.4%
3,675
-1.2%
0.35%
+18.5%
Q4 2019$783,000
+14.1%
3,720
+0.3%
0.29%
+4.7%
Q3 2019$686,000
+3.0%
3,7100.0%0.28%
+2.6%
Q2 2019$666,000
+4.9%
3,7100.0%0.27%
-0.4%
Q1 2019$635,000
+15.0%
3,710
-3.3%
0.27%
+4.2%
Q4 2018$552,000
-25.7%
3,835
-9.6%
0.26%
-7.4%
Q3 2018$743,000
+10.4%
4,240
+3.7%
0.28%
+4.8%
Q2 2018$673,000
-2.0%
4,090
-5.8%
0.27%
-4.3%
Q1 2018$687,000
-21.1%
4,340
-23.5%
0.28%
-18.3%
Q4 2017$871,000
+6.2%
5,670
-1.5%
0.34%
+3.9%
Q3 2017$820,000
+3.5%
5,7590.0%0.33%
+3.4%
Q2 2017$792,000
+11.2%
5,7590.0%0.32%
+3.9%
Q1 2017$712,000
+6.1%
5,7590.0%0.31%
+2.7%
Q4 2016$671,000
-99.9%
5,759
+0.2%
0.30%
+2.4%
Q3 2016$626,912,000
+12.0%
5,7500.0%0.29%
+12.2%
Q2 2016$559,647,000
-2.5%
5,7500.0%0.26%
-3.7%
Q1 2016$574,137,000
+56.6%
5,750
+52.9%
0.27%
+54.5%
Q4 2015$366,675,000
+12.1%
3,760
+3.4%
0.18%
+4.8%
Q3 2015$327,040,000
-6.0%
3,6350.0%0.17%
+1.8%
Q2 2015$347,760,000
+94400.0%
3,635
-4.1%
0.16%
-12.2%
Q1 2015$368,000
+4.0%
3,790
+1.3%
0.19%
+9.3%
Q4 2014$354,0003,7400.17%
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