MPS Loria Financial Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 54 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MPS Loria Financial Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$221,000
-0.5%
2,7840.0%0.09%
+3.3%
Q4 2021$222,000
+1.8%
2,7840.0%0.09%
-10.0%
Q3 2021$218,000
+0.9%
2,784
-0.0%
0.10%0.0%
Q2 2021$216,000
+5.9%
2,785
+0.0%
0.10%
+5.3%
Q1 2021$204,000
+13.3%
2,784
-0.0%
0.10%
+17.3%
Q4 2020$180,000
+21.6%
2,7850.0%0.08%
+5.2%
Q3 2020$148,000
+2.1%
2,7850.0%0.08%
-1.3%
Q2 2020$145,000
-27.9%
2,785
-4.0%
0.08%
-45.1%
Q1 2018$201,000
-1.0%
2,9020.0%0.14%
+2.2%
Q4 2017$203,000
+8.6%
2,902
+0.9%
0.14%
+11.2%
Q2 2017$187,0002,8750.12%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders