TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 66 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60.0%850.0%0.00%0.0%
Q2 2023$60.0%850.0%0.00%0.0%
Q1 2023$60.0%850.0%0.00%0.0%
Q4 2022$6
-99.9%
850.0%0.00%0.0%
Q3 2022$5,000
-16.7%
850.0%0.00%
-33.3%
Q2 2022$6,000
-14.3%
850.0%0.00%0.0%
Q1 2022$7,0000.0%850.0%0.00%
+50.0%
Q4 2021$7,0000.0%850.0%0.00%
-33.3%
Q3 2021$7,0000.0%850.0%0.00%0.0%
Q2 2021$7,000
+16.7%
850.0%0.00%0.0%
Q1 2021$6,0000.0%850.0%0.00%0.0%
Q4 2020$6,000
+20.0%
850.0%0.00%0.0%
Q3 2020$5,000
+25.0%
850.0%0.00%0.0%
Q2 2020$4,0000.0%850.0%0.00%
-25.0%
Q1 2020$4,000
-33.3%
850.0%0.00%0.0%
Q4 2019$6,000
+20.0%
850.0%0.00%0.0%
Q3 2019$5,0000.0%850.0%0.00%0.0%
Q2 2019$5,0000.0%850.0%0.00%0.0%
Q1 2019$5,000850.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders