Colonial River Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Colonial River Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$257,000
-6.9%
6,087
+0.8%
0.18%
-1.1%
Q2 2022$276,000
-21.1%
6,040
+0.1%
0.18%
-10.4%
Q1 2022$350,000
-9.6%
6,031
+0.4%
0.20%
-2.9%
Q4 2021$387,000
+9.3%
6,006
+472.0%
0.21%
-17.8%
Q2 2021$354,000
+2.3%
1,050
-6.7%
0.25%
-9.3%
Q1 2021$346,000
-3.1%
1,1250.0%0.28%
+72.2%
Q4 2020$357,0001,1250.16%
Other shareholders
ISHARES TR shareholders Q4 2020
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