Vestmark Advisory Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Vestmark Advisory Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$399,000
-6.1%
6,515
+0.8%
0.02%
-8.3%
Q2 2022$425,000
+4.4%
6,465
+26.2%
0.02%
+4.3%
Q1 2022$407,000
-30.9%
5,123
-30.3%
0.02%
-30.3%
Q4 2021$589,000
+30.3%
7,351
+27.7%
0.03%
+6.5%
Q3 2021$452,000
+59.7%
5,758
+57.9%
0.03%
+55.0%
Q2 2021$283,0003,6470.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 88,769$5,443,0002.44%
Richard Bernstein Advisors LLC 1,271,309$77,943,0001.95%
Ayalon Insurance Comp Ltd. 50,033$3,068,0001.44%
CLIENT 1ST ADVISORY GROUP, LLC 18,243$1,118,0000.70%
GREENWOOD CAPITAL ASSOCIATES LLC 65,575$4,021,0000.69%
Salomon & Ludwin, LLC 66,234$4,061,0000.61%
ICICI Prudential Asset Management Co Ltd 48,637$2,982,0000.46%
SENTINEL TRUST CO LBA 31,100$1,907,0000.31%
TCWP LLC 23,134$1,418,0000.30%
Mayfair Advisory Group, LLC 3,239$203,0000.29%
View complete list of ISHARES TR shareholders