Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 202 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$265,000
-30.6%
4,572
-23.0%
0.03%
-27.8%
Q4 2021$382,000
+12.0%
5,935
-1.5%
0.04%0.0%
Q3 2021$341,000
-3.9%
6,027
+473.5%
0.04%
-2.7%
Q2 2021$355,000
+6.9%
1,051
-2.6%
0.04%
-5.1%
Q1 2021$332,000
-64.8%
1,079
-65.7%
0.04%
-66.9%
Q4 2020$943,000
+3.2%
3,143
-9.4%
0.12%
-12.6%
Q3 2020$914,000
-5.6%
3,468
-15.6%
0.14%
-14.0%
Q2 2020$968,000
+16.1%
4,110
-10.1%
0.16%
-2.5%
Q1 2020$834,000
-33.9%
4,571
-23.8%
0.16%
-21.1%
Q4 2019$1,262,000
+8.4%
5,996
-4.7%
0.20%
-0.5%
Q3 2019$1,164,000
-5.7%
6,294
-8.6%
0.20%
-7.7%
Q2 2019$1,234,000
-14.8%
6,885
-35.8%
0.22%
+26.1%
Q1 2019$1,448,000
-5.3%
10,728
+1.2%
0.18%
-46.2%
Q4 2018$1,529,000
+1966.2%
10,605
-1.1%
0.33%
+32600.0%
Q3 2018$74,000
+5.7%
10,723
-7.5%
0.00%0.0%
Q2 2018$70,00011,5940.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders