Cardinal Strategic Wealth Guidance - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cardinal Strategic Wealth Guidance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,957,128
-9.1%
51,126
-2.3%
1.37%
-5.3%
Q2 2023$3,254,120
+12.7%
52,335
-1.5%
1.45%
+8.0%
Q1 2023$2,887,354
+42.9%
53,124
+17.8%
1.34%
+37.9%
Q4 2022$2,020,941
+10.2%
45,079
+3.7%
0.97%
-0.4%
Q3 2022$1,834,000
-25.6%
43,472
-19.4%
0.98%
-22.4%
Q2 2022$2,464,000
+2.4%
53,925
+30.0%
1.26%
+13.8%
Q1 2022$2,407,000
+12.8%
41,489
+25.2%
1.10%
+11.0%
Q4 2021$2,134,000
+24.9%
33,143
+10.0%
1.00%
+11.2%
Q3 2021$1,708,000
+30.6%
30,143
+677.7%
0.90%
+30.1%
Q2 2021$1,308,000
+13.3%
3,876
+3.4%
0.69%
+1.8%
Q1 2021$1,154,0003,7490.68%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders