Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. 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 2021
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