REDW Wealth 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
REDW Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,193
-7.0%
4,1700.0%0.07%
-5.1%
Q2 2023$259,333
+14.4%
4,1700.0%0.08%
+8.3%
Q1 2023$226,682
+6.9%
4,170
+26.4%
0.07%
+16.1%
Q4 2021$212,0003,3000.06%
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