Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ENZL and the CUSIP is 464289123. A total of 48 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,303
-9.6%
520.0%0.00%0.0%
Q2 2023$2,547
+84800.0%
520.0%0.00%0.0%
Q1 2023$30.0%520.0%0.00%0.0%
Q4 2022$3
-99.8%
520.0%0.00%
-50.0%
Q3 2022$2,0000.0%520.0%0.00%
+100.0%
Q2 2022$2,000
-33.3%
520.0%0.00%0.0%
Q1 2022$3,0000.0%520.0%0.00%0.0%
Q4 2021$3,0000.0%520.0%0.00%0.0%
Q3 2021$3,0000.0%520.0%0.00%0.0%
Q2 2021$3,0000.0%520.0%0.00%0.0%
Q1 2021$3,0000.0%520.0%0.00%0.0%
Q4 2020$3,0000.0%520.0%0.00%
-50.0%
Q3 2020$3,0000.0%520.0%0.00%0.0%
Q2 2020$3,0000.0%520.0%0.00%0.0%
Q4 2019$3,000520.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marotta Asset Management 181,708$8,047,8311.86%
CX Institutional 324,669$14,379,5900.79%
Jasper Ridge Partners, L.P. 160,029$7,087,6960.33%
AMG National Trust Bank 40,289$1,784,3990.06%
WEATHERLY ASSET MANAGEMENT L. P. 9,830$435,3860.05%
SPC Financial, Inc. 6,250$276,8130.03%
TIEDEMANN ADVISORS, LLC 8,311$368,0940.02%
TD Waterhouse Canada Inc. 20,477$1,140,2600.01%
Equitable Holdings, Inc. 17,171$760,5040.01%
FLOW TRADERS U.S. LLC 4,764$2110.01%
View complete list of ISHARES TR shareholders