Meridian Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 245 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Meridian Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$1,205,285
+7.9%
16,111
-1.7%
0.20%
+183.1%
Q4 2023$1,117,288
-40.5%
16,387
-49.6%
0.07%
-38.3%
Q3 2023$1,878,790
+77.0%
32,482
+90.3%
0.12%
+29.2%
Q2 2023$1,061,351
-0.9%
17,066
-13.4%
0.09%
-4.3%
Q1 2023$1,070,675
+17.4%
19,696
-3.1%
0.09%
+4.5%
Q4 2022$911,605
-8.5%
20,335
-13.9%
0.09%
-16.8%
Q3 2022$996,000
-14.1%
23,612
-6.9%
0.11%
+12.6%
Q2 2022$1,159,000
-20.3%
25,358
+1.2%
0.10%
-40.3%
Q1 2022$1,454,000
-13.7%
25,065
-4.1%
0.16%
-11.7%
Q4 2021$1,684,000
+14.8%
26,150
+1.0%
0.18%
-0.6%
Q3 2021$1,467,000
+4.4%
25,893
+522.1%
0.18%
+1.1%
Q2 2021$1,405,000
+3.3%
4,162
-5.9%
0.18%
-9.6%
Q1 2021$1,360,000
+16.2%
4,421
+13.3%
0.20%
+6.5%
Q4 2020$1,170,000
+77.5%
3,902
+55.9%
0.19%
+14.8%
Q3 2020$659,000
+6.3%
2,503
-5.0%
0.16%
-22.1%
Q2 2020$620,000
+29.4%
2,636
+0.2%
0.21%
-1.9%
Q1 2020$479,000
-14.6%
2,631
-1.3%
0.21%
-21.5%
Q4 2019$561,000
+12.9%
2,666
-0.7%
0.27%
+15.4%
Q3 2019$497,000
-90.0%
2,684
-2.8%
0.23%
+16.4%
Q2 2019$4,955,000
+952.0%
2,760
+0.3%
0.20%
-6.1%
Q1 2019$471,000
+16.6%
2,753
-1.8%
0.21%
-10.1%
Q4 2018$404,000
-8.6%
2,804
+11.2%
0.24%
+25.3%
Q3 2018$442,000
+37.3%
2,522
+28.9%
0.19%
+25.0%
Q2 2018$322,000
+7.3%
1,957
+3.3%
0.15%
+1.3%
Q1 2018$300,000
+9.1%
1,895
+7.1%
0.15%
-11.2%
Q4 2017$275,0001,7700.17%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders