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 ↓
Retirement Planning Group, LLC 1,488,684$88,160,00012.14%
H&H Retirement Design & Management INC 177,657$10,917,0006.56%
Beaumont Asset Management, L.L.C. 107,890$6,389,0005.36%
Corrigan Financial, Inc. 250,779$14,851,1354.96%
Financial Engines Advisors L.L.C. 26,228,361$1,553,244,0004.85%
AlphaCore Capital LLC 114,068$6,755,0004.52%
TOBIAS FINANCIAL ADVISORS, INC. 179,167$10,610,0004.50%
Concord Wealth Partners 224,790$13,312,0004.48%
New England Private Wealth Advisors LLC 391,448$23,184,0004.00%
Essex Private Wealth Management, LLC 45,161$2,674,0002.55%
View complete list of ISHARES TR shareholders