Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$482,000
-18.3%
11,426
-10.2%
0.02%
-16.0%
Q2 2022$590,000
-78.5%
12,719
-75.2%
0.02%
-76.4%
Q1 2022$2,746,000
-12.5%
51,376
+2.6%
0.11%
-10.2%
Q4 2021$3,138,000
-10.0%
50,092
-18.7%
0.12%
-22.4%
Q3 2021$3,485,000
+190.4%
61,625
+1669.3%
0.15%
+162.1%
Q2 2021$1,200,000
-37.6%
3,483
-42.1%
0.06%
-47.7%
Q1 2021$1,923,000
+256.8%
6,015
+240.6%
0.11%
+217.1%
Q4 2020$539,0001,7660.04%
Other shareholders
ISHARES TR shareholders Q4 2020
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