Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 245 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,666,000
-1.5%
110,619
+6.8%
2.09%
+8.0%
Q2 2022$4,735,000
-26.5%
103,624
-6.7%
1.94%
-10.1%
Q1 2022$6,445,000
-23.9%
111,104
-15.6%
2.16%
-13.4%
Q4 2021$8,472,000
+15.8%
131,574
+1.9%
2.49%
+4.1%
Q3 2021$7,313,000
+42.1%
129,061
+746.7%
2.39%
+45.3%
Q2 2021$5,145,000
-8.4%
15,243
-16.5%
1.64%
-15.7%
Q1 2021$5,617,000
-10.0%
18,253
-12.2%
1.95%
-14.1%
Q4 2020$6,240,000
+1.0%
20,798
-11.3%
2.27%
-7.5%
Q3 2020$6,181,000
+19.9%
23,442
+7.1%
2.46%
+12.4%
Q2 2020$5,156,000
+46.6%
21,891
+13.5%
2.19%
+10.1%
Q1 2020$3,516,000
-2.0%
19,282
+13.1%
1.98%
-1.8%
Q4 2019$3,588,000
+52.6%
17,047
+34.1%
2.02%
+44.4%
Q3 2019$2,351,000
+76.4%
12,713
+71.1%
1.40%
+59.3%
Q2 2019$1,333,000
+166.1%
7,429
+153.8%
0.88%
+112.8%
Q1 2019$501,0002,9270.41%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders