Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 78 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$36,751
-0.1%
5380.0%0.02%0.0%
Q2 2023$36,787
+89624.4%
538
-16.2%
0.02%
-21.1%
Q1 2023$41
+17.1%
6420.0%0.02%
+11.8%
Q4 2022$35
-100.0%
642
-60.2%
0.02%
-58.5%
Q2 2022$99,000
+65.0%
1,614
+100.0%
0.04%
+78.3%
Q1 2022$60,000
-7.7%
807
+2.4%
0.02%
-17.9%
Q4 2021$65,0000.0%788
+2.7%
0.03%
-6.7%
Q3 2021$65,000
+1.6%
767
+3.1%
0.03%
-3.2%
Q2 2021$64,000
+8.5%
744
+0.5%
0.03%
+14.8%
Q1 2021$59,000
+20.4%
740
+10.3%
0.03%
+17.4%
Q4 2020$49,000
+19.5%
671
+8.4%
0.02%0.0%
Q3 2020$41,000
+10.8%
619
+3.5%
0.02%0.0%
Q2 2020$37,000
+76.2%
598
+78.0%
0.02%
+64.3%
Q4 2019$21,0003360.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
HC Advisors, LLC 27,610$1,821,0001.47%
CORRADO ADVISORS, LLC 18,700$1,233,0001.02%
Laidlaw Wealth Management LLC 16,146$1,065,0000.47%
Slow Capital, Inc. 23,968$1,581,0000.43%
Destination Wealth Management 111,233$7,337,0000.37%
QUANTUM CAPITAL MANAGEMENT 4,933$325,0000.36%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$495,0000.24%
Kore Private Wealth LLC 15,795$1,042,0000.20%
Family Firm, Inc. 7,147$471,0000.17%
TBH Global Asset Management, LLC 7,380$487,0000.17%
View complete list of ISHARES TR shareholders