Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 455 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
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 Q4 2021
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