Dougherty Wealth Advisers 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
Dougherty Wealth Advisers LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,799
-7.0%
2040.0%0.01%
-17.6%
Q2 2023$12,687
+14.4%
2040.0%0.02%0.0%
Q1 2023$11,089
+21.3%
2040.0%0.02%
+13.3%
Q4 2022$9,145
+1.6%
2040.0%0.02%
-16.7%
Q3 2022$9,0000.0%2040.0%0.02%
+5.9%
Q2 2022$9,000
-25.0%
2040.0%0.02%
-5.6%
Q1 2022$12,000
-7.7%
2040.0%0.02%0.0%
Q4 2021$13,000
+8.3%
2040.0%0.02%0.0%
Q3 2021$12,000
+9.1%
204
+500.0%
0.02%
+12.5%
Q2 2021$11,000
+10.0%
340.0%0.02%
+6.7%
Q1 2021$10,000
-33.3%
34
-32.0%
0.02%
-37.5%
Q4 2020$15,000
+15.4%
500.0%0.02%
-46.7%
Q3 2020$13,000
+8.3%
500.0%0.04%
+2.3%
Q2 2020$12,000
+33.3%
500.0%0.04%
+22.2%
Q1 2020$9,000
-18.2%
500.0%0.04%
+5.9%
Q4 2019$11,000
+22.2%
500.0%0.03%
+13.3%
Q3 2019$9,0000.0%500.0%0.03%
+20.0%
Q2 2019$9,0000.0%500.0%0.02%
-19.4%
Q1 2019$9,000
+12.5%
500.0%0.03%
+19.2%
Q4 2018$8,000500.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
B, B, H, & B INC. 107,809$6,942,0005.79%
Goodwin Investment Advisory 79,083$5,099,0003.82%
OmniStar Financial Group, Inc. 47,931$3,086,0003.16%
MA Private Wealth 266,644$17,169,0003.08%
ONE Advisory Partners, LLC 78,450$5,051,0002.88%
HawsGoodwin Investment Management LLC 146,314$9,421,0002.74%
Keystone Financial Services 78,003$5,022,0002.58%
4J Wealth Management LLC 47,459$3,056,0002.57%
Outlook Wealth Advisors, LLC 131,574$8,472,0002.49%
PATTEN & PATTEN INC/TN 557,157$35,875,0002.48%
View complete list of ISHARES TR shareholders