TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 81 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$748,990
-21.0%
11,692
-32.8%
0.14%
-26.0%
Q4 2022$948,203
+5.5%
17,411
+1.6%
0.19%
+0.5%
Q3 2022$899,000
-14.5%
17,143
-0.3%
0.19%
-14.7%
Q2 2022$1,052,000
-7.2%
17,201
+12.1%
0.22%
+8.7%
Q1 2022$1,134,000
-8.5%
15,342
+1.7%
0.21%
-16.3%
Q4 2021$1,239,00015,0790.25%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Newfound Research LLC 88,719$5,082,0004.46%
1 NORTH WEALTH SERVICES LLC 38,574$2,210,0001.48%
CORRADO ADVISORS, LLC 15,759$903,0000.81%
Destination Wealth Management 107,896$6,180,0000.34%
MERIDIAN INVESTMENT COUNSEL INC. 7,750$444,0000.24%
WRAPMANAGER INC 11,622$666,0000.22%
QUANTUM CAPITAL MANAGEMENT 5,666$325,0000.16%
Slow Capital, Inc. 5,731$328,0000.12%
Family Firm, Inc. 5,324$305,0000.11%
Veritable, L.P. 91,966$5,268,0000.10%
View complete list of ISHARES TR shareholders