Treybourne Wealth Planners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 448 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Treybourne Wealth Planners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,314,000
-0.9%
45,214
-5.0%
2.05%
-11.5%
Q1 2021$3,345,000
+2.4%
47,591
-2.1%
2.32%
-1.4%
Q4 2020$3,266,00048,6012.35%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 647,319$38,606,00018.16%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,154$3,029,0000.90%
NewSquare Capital LLC 29,205$1,742,0000.62%
Tortoise Investment Management, LLC 10,665$636,0000.27%
SCHMIDT P J INVESTMENT MANAGEMENT INC 6,992$417,0000.16%
Atria Investments, Inc 16,670$994,0000.10%
JANE STREET GROUP, LLC 108,297$6,459,0000.08%
Rehmann Capital Advisory Group 5,212$311,0000.07%
BlackRock Fund Advisors 3,775,615$225,178,0000.06%
NORRIS PERNE & FRENCH LLP/MI 4,556$272,0000.05%
View complete list of ISHARES TR shareholders