Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 203 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$122,000
-9.6%
2,1000.0%0.02%
-3.8%
Q4 2021$135,000
+13.4%
2,1000.0%0.03%0.0%
Q3 2021$119,000
-2.5%
2,1000.0%0.03%
-3.7%
Q2 2021$122,000
+13.0%
2,100
+500.0%
0.03%
+8.0%
Q1 2021$108,000
+2.9%
3500.0%0.02%
+4.2%
Q4 2020$105,000
+41.9%
3500.0%0.02%
+9.1%
Q4 2019$74,000
+13.8%
3500.0%0.02%
-8.3%
Q3 2019$65,000
+3.2%
3500.0%0.02%
+20.0%
Q2 2019$63,000
+5.0%
3500.0%0.02%
-20.0%
Q1 2019$60,000
-1.6%
3500.0%0.02%
+8.7%
Q3 2018$61,0003500.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders