Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 360 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$273,000
-30.4%
4,705
-22.8%
0.16%
-27.2%
Q4 2021$392,000
-3.7%
6,091
-15.3%
0.21%
-12.3%
Q3 2021$407,000
+28.0%
7,189
+663.2%
0.24%
+25.9%
Q2 2021$318,000
-29.8%
942
-36.0%
0.19%
-35.5%
Q1 2021$453,000
+0.2%
1,472
-2.3%
0.30%
-7.7%
Q4 2020$452,000
+18.0%
1,507
+3.8%
0.32%
+5.9%
Q3 2020$383,000
+12.3%
1,452
+0.3%
0.31%
+2.0%
Q2 2020$341,000
+33.7%
1,448
+3.7%
0.30%
+16.3%
Q1 2020$255,0001,3970.26%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders