Crewe Advisors 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
Crewe Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$8,000
-20.0%
1800.0%0.00%0.0%
Q1 2022$10,000
-16.7%
1800.0%0.00%0.0%
Q4 2021$12,000
+20.0%
1800.0%0.00%0.0%
Q3 2021$10,0000.0%180
+500.0%
0.00%0.0%
Q2 2021$10,000
+11.1%
300.0%0.00%0.0%
Q1 2021$9,0000.0%300.0%0.00%
-50.0%
Q4 2020$9,000
+12.5%
300.0%0.00%0.0%
Q3 2020$8,000
+14.3%
300.0%0.00%
+33.3%
Q2 2020$7,000300.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders