Retirement Group, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$947
-4.3%
380.0%0.00%
Q2 2023$990
+98900.0%
380.0%0.00%
Q1 2023$10.0%380.0%0.00%
Q4 2022$1
-99.9%
380.0%0.00%
-100.0%
Q3 2022$1,0000.0%380.0%0.00%
Q2 2022$1,0000.0%380.0%0.00%
Q1 2022$1,0000.0%380.0%0.00%
Q4 2021$1,0000.0%380.0%0.00%
Q3 2021$1,0000.0%380.0%0.00%
Q2 2021$1,0000.0%380.0%0.00%
Q1 2021$1,0000.0%380.0%0.00%
Q4 2020$1,0000.0%380.0%0.00%
-100.0%
Q3 2020$1,0000.0%380.0%0.00%0.0%
Q2 2020$1,0000.0%380.0%0.00%0.0%
Q4 2019$1,000380.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hoxton Financial, Inc. 151,556$5,768,0002.53%
CUMBERLAND ADVISORS INC 79,620$3,030,0002.00%
FUKOKU MUTUAL LIFE INSURANCE Co 285,000$10,847,0001.99%
Lattice Strategies LLC 38,245$1,456,0000.78%
National Mutual Insurance Federation of Agricultural Cooperatives 389,000$14,805,0000.73%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 104,232$3,967,0000.65%
Mount Lucas Management LP 85,467$3,253,0000.56%
Clark Capital Management Group, Inc. 163,212$6,212,0000.54%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 213,384$8,128,0000.54%
Consolidated Investment Group LLC 27,055$1,030,0000.50%
View complete list of ISHARES TR shareholders