TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$3,514,428
+11.3%
64,651
-8.2%
0.67%
+4.1%
Q4 2022$3,156,346
+9.0%
70,407
+2.5%
0.64%
+4.4%
Q3 2022$2,897,000
-6.3%
68,697
+1.5%
0.61%
-6.7%
Q2 2022$3,091,000
-12.8%
67,651
+10.7%
0.66%
+2.2%
Q1 2022$3,544,000
-13.8%
61,103
-4.3%
0.64%
-21.1%
Q4 2021$4,110,00063,8340.82%
Other shareholders
ISHARES TR shareholders Q4 2021
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