Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 78 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$7,000
+16.7%
1420.0%0.00%0.0%
Q2 2021$6,0000.0%1420.0%0.00%0.0%
Q1 2021$6,0000.0%1420.0%0.00%0.0%
Q4 2020$6,0001420.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 80,141$3,076,0002.22%
Somerset Capital Management LLP 255,249$9,777,0002.14%
State of Tennessee, Treasury Department 5,522,943$212,026,0001.05%
Curbstone Financial Management Corp 73,570$2,824,0000.74%
Psagot Value Holdings Ltd. 404,277$15,520,0000.63%
BAROMETER CAPITAL MANAGEMENT INC. 95,900$3,682,0000.48%
NewSquare Capital LLC 48,944$1,879,0000.34%
CARRET ASSET MANAGEMENT, LLC 35,175$1,350,0000.21%
WESTWOOD HOLDINGS GROUP INC 459,297$17,632,0000.19%
Beaumont Financial Partners, LLC 44,726$1,717,0000.18%
View complete list of ISHARES TR shareholders