TriaGen Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,006,000
+5.7%
15,225
+0.3%
0.50%
-4.1%
Q3 2021$952,000
+2.3%
15,180
+4.3%
0.52%
+8.1%
Q2 2021$931,000
+31.3%
14,557
+21.6%
0.48%
+17.4%
Q1 2021$709,000
+42.4%
11,974
+37.6%
0.41%
+39.7%
Q4 2020$498,0008,7030.29%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 342,959$17,905,87911.34%
Essex Private Wealth Management, LLC 29,793$1,555,5075.31%
Financial Engines Advisors L.L.C. 33,439,651$1,745,884,1834.59%
VAUGHAN & Co SECURITIES, INC. 99,118$5,174,9353.84%
New England Private Wealth Advisors LLC 339,630$17,748,7703.70%
Sweet Financial Partners, LLC 196,079$10,237,2922.71%
BARRETT & COMPANY, INC. 85,245$4,450,6592.62%
Concord Wealth Partners 147,563$7,704,2481.64%
Archford Capital Strategies, LLC 142,611$7,445,7181.49%
Stratos Investment Management, LLC 153,294$8,003,5301.20%
View complete list of ISHARES TR shareholders