Blue Trust, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Blue Trust, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$695
-2.5%
11,173
-14.8%
0.01%0.0%
Q2 2023$713
-40.2%
13,113
-50.7%
0.01%
-45.0%
Q1 2023$1,193
-10.0%
26,614
-15.3%
0.02%
-16.7%
Q4 2022$1,326
-99.9%
31,430
-0.4%
0.02%
-4.0%
Q3 2022$1,442,000
-83.6%
31,546
-79.2%
0.02%
-81.8%
Q2 2022$8,815,000151,9580.14%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders