Cornerstone Advisory, 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
Cornerstone Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$221,000
-24.1%
4,836
-3.6%
0.05%
+15.9%
Q1 2022$291,000
-44.7%
5,016
-38.6%
0.04%
-42.1%
Q4 2021$526,000
+79.5%
8,166
+58.1%
0.08%
+55.1%
Q3 2021$293,000
+0.7%
5,166
+500.0%
0.05%0.0%
Q2 2021$291,000
+4.3%
861
-5.2%
0.05%
-7.5%
Q1 2021$279,000
-4.1%
908
-6.3%
0.05%
-10.2%
Q4 2020$291,000
+8.2%
969
-4.9%
0.06%
-6.3%
Q3 2020$269,000
+8.9%
1,019
-2.9%
0.06%
-1.6%
Q2 2020$247,0001,0490.06%
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