Golden State Wealth Management, 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
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$428,000
-33.7%
7,379
-26.5%
0.08%
-24.3%
Q4 2021$646,000
+33.2%
10,037
+17.3%
0.11%
+5.7%
Q3 2021$485,000
+9.0%
8,560
+550.0%
0.10%
+7.1%
Q2 2021$445,000
+13.8%
1,317
+3.5%
0.10%
-24.0%
Q1 2021$391,000
-17.7%
1,273
-19.7%
0.13%
-6.5%
Q4 2020$475,000
+60.5%
1,585
+41.1%
0.14%
+39.4%
Q3 2020$296,000
-9.2%
1,123
-30.3%
0.10%
+17.9%
Q2 2020$326,000
+102.5%
1,612
+82.8%
0.08%
+18.3%
Q1 2020$161,000
+794.4%
882
+800.0%
0.07%
+1083.3%
Q3 2019$18,000
+80.0%
98
+75.0%
0.01%
+100.0%
Q2 2019$10,0000.0%560.0%0.00%0.0%
Q1 2019$10,000560.00%
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