INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 302 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 88,769$5,443,0002.44%
Richard Bernstein Advisors LLC 1,271,309$77,943,0001.95%
Ayalon Insurance Comp Ltd. 50,033$3,068,0001.44%
CLIENT 1ST ADVISORY GROUP, LLC 18,243$1,118,0000.70%
GREENWOOD CAPITAL ASSOCIATES LLC 65,575$4,021,0000.69%
Salomon & Ludwin, LLC 66,234$4,061,0000.61%
ICICI Prudential Asset Management Co Ltd 48,637$2,982,0000.46%
SENTINEL TRUST CO LBA 31,100$1,907,0000.31%
TCWP LLC 23,134$1,418,0000.30%
Mayfair Advisory Group, LLC 3,239$203,0000.29%
View complete list of ISHARES TR shareholders