Marotta Asset Management - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Marotta Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,284,176
+6.5%
39,275
-4.7%
0.68%
+6.4%
Q1 2024$3,082,920
+9.7%
41,2100.0%0.64%
+5.8%
Q4 2023$2,809,698
+14.6%
41,210
-2.8%
0.60%
+6.3%
Q3 2023$2,451,780
-7.1%
42,389
-0.1%
0.57%
-3.6%
Q2 2023$2,638,473
+32.9%
42,426
-4.2%
0.59%
+23.0%
Q4 2022$1,985,835
-99.9%
44,297
-2.4%
0.48%
-4.4%
Q3 2022$1,914,803,000
-7.4%
45,3960.0%0.50%
-1.8%
Q2 2022$2,068,696,000
-29.8%
45,396
-10.6%
0.51%
-25.7%
Q1 2022$2,945,690,000
-10.1%
50,779
-0.2%
0.68%
-7.7%
Q4 2021$3,275,326,000
+6.9%
50,867
-6.0%
0.74%
+0.3%
Q3 2021$3,064,909,000
+0.2%
54,093
+496.7%
0.74%
+0.8%
Q2 2021$3,057,962,000
+7.3%
9,066
-0.2%
0.73%
+0.7%
Q1 2021$2,851,021,000
+4.6%
9,082
-0.0%
0.73%
+1.4%
Q4 2020$2,725,354,000
+12.3%
9,083
-1.4%
0.72%
-2.4%
Q3 2020$2,427,873,000
-17.2%
9,208
-26.0%
0.74%
-21.6%
Q2 2020$2,931,295,000
+30.6%
12,445
-4.3%
0.94%
+8.8%
Q1 2020$2,245,317,000
-22.2%
12,999
-1.4%
0.86%
-2.3%
Q4 2019$2,885,624,00013,1860.88%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders