EVOKE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 136 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$30,000
-9.1%
5630.0%0.00%0.0%
Q2 2022$33,000
-5.7%
563
+1.1%
0.00%0.0%
Q1 2022$35,000
-2.8%
557
+0.2%
0.00%0.0%
Q4 2021$36,000
+12.5%
556
+1.3%
0.00%0.0%
Q3 2021$32,000
-5.9%
549
-0.2%
0.00%0.0%
Q2 2021$34,000
+6.2%
550
+1.1%
0.00%0.0%
Q1 2021$32,0000.0%544
+0.2%
0.00%
-50.0%
Q4 2020$32,000
+6.7%
543
+1.3%
0.00%0.0%
Q3 2020$30,000
+7.1%
5360.0%0.00%
-33.3%
Q2 2020$28,000
-99.9%
536
+0.9%
0.00%
-25.0%
Q1 2020$25,372,000
-11.8%
531
+1.3%
0.00%0.0%
Q3 2019$28,775,0005240.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Fortis Advisors, LLC 34,819$2,029,0001.79%
Richard Bernstein Advisors LLC 574,789$33,499,0000.82%
WealthBridge Capital Management, LLC 16,859$983,0000.43%
Interchange Capital Partners, LLC 13,118$764,0000.41%
Slow Capital, Inc. 27,602$1,609,0000.38%
PATRON PARTNERS, LLC 4,061$237,0000.23%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 22,591$1,316,6030.22%
Madden Advisory Services, Inc. 3,850$224,0000.19%
Cedar Brook Financial Partners, LLC 8,025$468,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,178$1,059,0000.16%
View complete list of ISHARES TR shareholders