Copperleaf Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 362 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
Copperleaf Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$413,000
-65.0%
9,800
+119.2%
0.45%
-60.6%
Q3 2020$1,179,000
+5.8%
4,470
-5.5%
1.13%
-1.8%
Q2 2020$1,114,000
+6.1%
4,728
-17.9%
1.16%
-8.4%
Q1 2020$1,050,000
-26.3%
5,757
-15.0%
1.26%
-12.7%
Q4 2019$1,425,0006,7721.44%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders