SWMG, 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
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$324,000
-87.9%
7,687
-83.4%
0.21%
-85.6%
Q1 2022$2,679,000
-28.2%
46,177
-20.3%
1.46%
-26.1%
Q4 2021$3,730,000
-13.6%
57,927
-24.0%
1.98%
-20.9%
Q3 2021$4,316,000
+84.8%
76,181
+1001.2%
2.50%
+82.2%
Q2 2021$2,335,000
-32.7%
6,918
-38.7%
1.38%
-42.1%
Q1 2021$3,471,000
+6.3%
11,281
+6.3%
2.37%
-0.6%
Q4 2020$3,266,00010,6162.39%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders