TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 258 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2021
NameSharesValueWeighting ↓
Diversified, LLC 293,395$23,733,00010.03%
AVAII WEALTH MANAGEMENT, LLC 39,513$3,163,0003.17%
Bernardo Wealth Planning LLC 64,167$5,137,0002.51%
Northwest Capital Management Inc 54,670$4,549,0002.16%
West Wealth Group, LLC 69,892$5,595,0002.10%
EQ LLC 36,619$2,932,0002.05%
Keystone Financial Services 47,941$3,838,0001.97%
MA Private Wealth 136,220$10,906,0001.96%
VIVID FINANCIAL MANAGEMENT, INC. 64,909$5,197,0001.94%
Richard Bernstein Advisors LLC 1,193,464$95,548,0001.84%
View complete list of ISHARES TR shareholders