Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 136 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,443,000
-1.8%
88,769
+5.3%
2.44%
+7.6%
Q2 2022$5,544,000
-23.4%
84,328
-7.5%
2.27%
-6.4%
Q1 2022$7,241,000
+18.0%
91,138
+18.9%
2.42%
+34.3%
Q4 2021$6,136,000
-3.9%
76,645
-5.9%
1.80%
-13.7%
Q3 2021$6,388,000
+3.4%
81,433
+2.3%
2.09%
+5.7%
Q2 2021$6,179,00079,6101.98%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Diversified, LLC 293,395$23,733,00010.03%
AVAII WEALTH MANAGEMENT, LLC 39,513$3,163,0003.17%
Bernardo Wealth Planning LLC 64,167$5,137,0002.51%
Northwest Capital Management Inc 54,670$4,549,0002.16%
West Wealth Group, LLC 69,892$5,595,0002.10%
EQ LLC 36,619$2,932,0002.05%
Keystone Financial Services 47,941$3,838,0001.97%
MA Private Wealth 136,220$10,906,0001.96%
VIVID FINANCIAL MANAGEMENT, INC. 64,909$5,197,0001.94%
Richard Bernstein Advisors LLC 1,193,464$95,548,0001.84%
View complete list of ISHARES TR shareholders