Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 243 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$295,000
-18.3%
3,680
-20.1%
0.16%
-25.9%
Q3 2021$361,000
+9.4%
4,607
+8.4%
0.22%
+8.0%
Q2 2021$330,0004,2490.20%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 60,460$3,970,0001.59%
KCS Wealth Advisory 14,456$952,0000.88%
Slow Capital, Inc. 24,342$1,603,0000.71%
AVIANCE CAPITAL MANAGEMENT, LLC 49,120$3,235,0000.32%
JUNCTURE WEALTH STRATEGIES, LLC 8,799$579,0000.30%
Arete Wealth Advisors, LLC 17,087$1,125,0000.25%
Raab & Moskowitz Asset Management LLC 8,634$568,0000.24%
Merriman Wealth Management, LLC 16,600$1,093,0000.23%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 4,247$280,0000.20%
HOLDERNESS INVESTMENTS CO 5,852$385,0000.17%
View complete list of ISHARES TR shareholders