Castleview Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,740
-7.0%
3240.0%0.02%
-5.6%
Q2 2023$20,150
+14.4%
3240.0%0.02%
+12.5%
Q1 2023$17,613
+21.3%
3240.0%0.02%
+14.3%
Q4 2022$14,524
+3.7%
3240.0%0.01%
+7.7%
Q3 2022$14,000
-100.0%
324
-36.2%
0.01%
-45.8%
Q2 2022$30,658,000
+170222.2%
508
+56.8%
0.02%
+118.2%
Q1 2022$18,000
-94.4%
324
-98.4%
0.01%
+266.7%
Q4 2021$324,000
+1700.0%
20,862
+38533.3%
0.00%
-62.5%
Q2 2021$18,000540.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders