Cornerstone Planning Group LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cornerstone Planning Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,184
-4.1%
1170.0%0.00%
-25.0%
Q2 2023$9,576
-3.4%
1170.0%0.00%0.0%
Q4 2022$9,9151170.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pathway Financial Advisors LLC 111,487$7,812,0004.51%
Newfound Research LLC 82,720$5,797,0003.08%
Cambria Investment Management, L.P. 85,034$5,959,0000.83%
Cranbrook Wealth Management, LLC 19,230$1,348,0000.53%
NN Investment Partners Holdings N.V. 1,004,365$70,381,0000.50%
Pinnacle Family Advisors, LLC 15,320$1,074,0000.50%
Destination Wealth Management 100,894$7,070,0000.43%
WRAPMANAGER INC 17,559$1,230,0000.41%
CENTAURUS FINANCIAL, INC. 17,490$1,226,0000.32%
Versant Capital Management, Inc 8,481$594,0000.24%
View complete list of ISHARES TR shareholders