Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$213,140
-16.0%
3,685
-9.7%
0.00%0.0%
Q2 2023$253,735
+108799.1%
4,080
-4.7%
0.00%0.0%
Q1 2023$233
-99.9%
4,281
+3.4%
0.00%
-20.0%
Q1 2022$240,000
-14.9%
4,140
+340.4%
0.01%
-28.6%
Q4 2021$282,000
+37.6%
940
-74.1%
0.01%
+75.0%
Q3 2021$205,000
-6.4%
3,624
+457.5%
0.00%0.0%
Q2 2021$219,000
+6.8%
650
-2.3%
0.00%
-20.0%
Q1 2021$205,000
-27.3%
665
-29.3%
0.01%
-28.6%
Q4 2020$282,000
-19.0%
940
-28.8%
0.01%
-30.0%
Q3 2020$348,000
-12.8%
1,320
-22.1%
0.01%
-16.7%
Q2 2020$399,000
-2.4%
1,695
-24.5%
0.01%
-20.0%
Q1 2020$409,000
-18.5%
2,245
-5.9%
0.02%0.0%
Q4 2019$502,000
+8.2%
2,385
-5.0%
0.02%0.0%
Q3 2019$464,000
+4.5%
2,510
+1.4%
0.02%
+7.1%
Q2 2019$444,000
+4.2%
2,475
-0.6%
0.01%
+7.7%
Q1 2019$426,0002,4900.01%
Other shareholders
ISHARES TR shareholders Q3 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