Rise Advisors, LLC - 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
Rise Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,997
-7.0%
2420.0%0.01%
-8.3%
Q2 2023$15,050
+14.7%
242
+0.4%
0.01%
+20.0%
Q1 2023$13,119
+21.3%
2410.0%0.01%
+11.1%
Q4 2022$10,819
+8.2%
241
+0.4%
0.01%
+12.5%
Q3 2022$10,000
-9.1%
2400.0%0.01%
-27.3%
Q2 2022$11,000
-21.4%
240
+0.4%
0.01%
-15.4%
Q1 2022$14,000
-99.9%
239
-29.5%
0.01%
-38.1%
Q4 2021$21,855,0003390.02%
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