Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$823,119
-7.0%
14,2310.0%0.00%
+200.0%
Q2 2023$885,024
+15.9%
14,231
+1.3%
0.00%
-93.3%
Q1 2023$763,344
+446.7%
14,042
-1.3%
0.02%
+650.0%
Q4 2022$139,638
-77.0%
14,220
-1.0%
0.00%
-75.0%
Q3 2022$606,000
-6.6%
14,358
-17.0%
0.01%0.0%
Q2 2022$649,000
+81.3%
17,300
+180.8%
0.01%
+100.0%
Q1 2022$358,000
-39.8%
6,160
-33.3%
0.00%
-33.3%
Q4 2021$595,000
+829.7%
9,240
+2377.2%
0.01%
+200.0%
Q1 2019$64,000
+1500.0%
373
+1232.1%
0.00%
Q4 2018$4,000280.00%
Other shareholders
ISHARES TR shareholders Q4 2021
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