Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 360 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$841
+449.7%
15
-84.0%
0.00%
Q2 2023$153
-80.8%
94
+9.3%
0.00%
-100.0%
Q1 2023$797
-87.8%
86
+91.1%
0.02%
-26.5%
Q4 2022$6,551
-99.0%
45
-46.4%
0.03%
+54.5%
Q3 2022$661,000
-7.8%
84
-8.7%
0.02%0.0%
Q2 2022$717,000
-21.3%
92
-20.7%
0.02%
-15.4%
Q1 2022$911,000
-69.4%
116
-69.8%
0.03%
-61.2%
Q4 2021$2,980,000
+5128.1%
384
+668.0%
0.07%
+148.1%
Q3 2021$57,000
-83.1%
50
+455.6%
0.03%
-77.7%
Q2 2021$338,000
-88.0%
90.0%0.12%
+108.6%
Q1 2021$2,826,000
+94100.0%
90.0%0.06%
+1833.3%
Q4 2020$3,000
-100.0%
9
-80.0%
0.00%
-88.5%
Q1 2020$8,264,000
+3835.2%
45
-64.3%
0.03%
-82.1%
Q4 2019$210,000
+356.5%
126
-49.6%
0.14%
+262.5%
Q3 2019$46,000
-42.5%
250
-43.7%
0.04%
-39.4%
Q2 2019$80,000
-3.6%
444
-6.9%
0.07%
-1.5%
Q1 2019$83,0004770.07%
Other shareholders
ISHARES TR shareholders Q2 2021
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