HBW ADVISORY SERVICES LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 377 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
HBW ADVISORY SERVICES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,115
-99.9%
17,929
+4.6%
0.24%
-5.5%
Q4 2021$1,103,000
-38.7%
17,136
+192.9%
0.26%
-46.6%
Q1 2021$1,800,0005,8510.48%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MA Private Wealth 111,900$20,698,0005.82%
Newfound Research LLC 26,976$4,990,0004.38%
Sharkey, Howes & Javer 35,100$6,492,0002.80%
PARK AVENUE SECURITIES LLC 292,134$54,036,0002.55%
Bernardo Wealth Planning LLC 18,485$3,419,0002.48%
Icon Wealth Partners, LLC 33,511$6,199,0002.12%
PATTEN & PATTEN INC/TN 96,464$17,843,0001.95%
Concorde Asset Management, LLC 10,044$1,858,0001.43%
Day & Ennis, LLC 14,693$2,718,0001.40%
Outlook Wealth Advisors, LLC 12,713$2,351,0001.40%
View complete list of ISHARES TR shareholders