Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ENZL and the CUSIP is 464289123. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

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 Q4 2023
NameSharesValueWeighting ↓
INNEALTA CAPITAL, LLC 53,902$2,796,0002.46%
Beacon Harbor Wealth Advisors, Inc. 49,820$2,636,0001.69%
Sensato Investors LLC 64,733$3,358,0001.28%
Capital Planning Advisors, LLC 79,956$4,147,0001.21%
AFFINITY WEALTH MANAGEMENT LLC 30,516$1,583,0000.64%
WEATHERLY ASSET MANAGEMENT L. P. 41,443$2,150,0000.46%
Avondale Wealth Management 4,500$233,0000.38%
NewSquare Capital LLC 29,265$1,518,0000.28%
Water Oak Advisors LLC 1,665$86,0000.22%
MGO ONE SEVEN LLC 11,056$573,0000.16%
View complete list of ISHARES TR shareholders