Elwood & Goetz Wealth Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 141 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Elwood & Goetz Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$902,000
-4.0%
14,5200.0%0.28%
-4.4%
Q4 2021$940,00014,5200.29%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Fortis Advisors, LLC 159,434$7,763,0005.14%
Richard Bernstein Advisors LLC 1,969,649$113,885,0002.47%
Money Design Co.,Ltd. 232,620$13,450,0001.01%
LFA - Lugano Financial Advisors SA 23,740$1,372,0000.96%
Capricorn Fund Managers Ltd 80,160$4,635,0000.84%
Slow Capital, Inc. 52,787$3,052,0000.74%
ALTFEST L J & CO INC 64,767$3,745,0000.67%
Interchange Capital Partners, LLC 9,093$525,0000.59%
Intelligent Financial Strategies 8,808$509,0000.52%
CALTON & ASSOCIATES, INC. 13,985$808,0000.45%
View complete list of ISHARES TR shareholders