INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 243 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$10,000
-9.1%
1690.0%0.00%0.0%
Q2 2022$11,000
-62.1%
169
-54.1%
0.00%
-60.0%
Q1 2022$29,0000.0%3680.0%0.01%0.0%
Q4 2021$29,0000.0%3680.0%0.01%0.0%
Q3 2021$29,000
+31.8%
368
+29.1%
0.01%
+25.0%
Q2 2021$22,0002850.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Diversified, LLC 247,413$19,201,00010.70%
Pettinga Financial Advisors LLC 125,038$9,705,0002.60%
Bernardo Wealth Planning LLC 54,683$4,243,0002.55%
ONE Advisory Partners, LLC 51,889$4,027,0002.47%
High Falls Advisors, Inc 117,990$9,157,0002.46%
Tri-Star Advisors Inc. 69,072$5,361,0002.41%
MCMORGAN & CO LLC 140,257$10,885,0002.38%
EQ LLC 40,002$3,054,0002.33%
PAX Financial Group, LLC 108,599$8,428,0002.13%
VIVID FINANCIAL MANAGEMENT, INC. 65,912$5,115,0002.10%
View complete list of ISHARES TR shareholders