Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 301 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,0000.0%460.0%0.00%0.0%
Q2 2022$2,000
-33.3%
460.0%0.00%0.0%
Q1 2022$3,000
-88.0%
46
-88.0%
0.00%
-90.0%
Q4 2021$25,000
+177.8%
383
+882.1%
0.01%
+42.9%
Q2 2020$9,000390.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders