TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$160.0%1900.0%0.01%0.0%
Q2 2023$160.0%1900.0%0.01%0.0%
Q1 2023$160.0%1900.0%0.01%0.0%
Q4 2022$16
-99.9%
1900.0%0.01%
-14.3%
Q3 2022$14,000
-6.7%
1900.0%0.01%
+16.7%
Q2 2022$15,000
-11.8%
1900.0%0.01%0.0%
Q1 2022$17,0000.0%1900.0%0.01%0.0%
Q4 2021$17,000
+6.2%
1900.0%0.01%0.0%
Q3 2021$16,0000.0%1900.0%0.01%0.0%
Q2 2021$16,000
+6.7%
1900.0%0.01%
-25.0%
Q1 2021$15,0000.0%1900.0%0.01%0.0%
Q4 2020$15,000
+7.1%
1900.0%0.01%0.0%
Q3 2020$14,000
+7.7%
1900.0%0.01%
-11.1%
Q2 2020$13,000
+8.3%
1900.0%0.01%
-18.2%
Q1 2020$12,000
-7.7%
1900.0%0.01%
+10.0%
Q4 2019$13,000
+8.3%
1900.0%0.01%
+11.1%
Q3 2019$12,0000.0%1900.0%0.01%
-10.0%
Q2 2019$12,0000.0%1900.0%0.01%0.0%
Q1 2019$12,0001900.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders