Wealth Alliance - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealth Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$275,000
-59.6%
6,519
-56.2%
0.05%
-58.8%
Q2 2022$681,000
-67.1%
14,898
-58.2%
0.13%
-69.0%
Q1 2022$2,070,000
-14.3%
35,667
-5.0%
0.42%
-13.0%
Q4 2021$2,416,000
-3.9%
37,529
-15.4%
0.49%
-13.8%
Q3 2021$2,513,000
+149.1%
44,355
+1384.4%
0.56%
+137.0%
Q2 2021$1,009,000
+24.6%
2,988
+13.5%
0.24%
+4.8%
Q1 2021$810,000
+100.5%
2,633
+95.5%
0.23%
+90.8%
Q4 2020$404,0001,3470.12%
Other shareholders
ISHARES TR shareholders Q4 2021
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