TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 302 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,479,309
-3.6%
21,437
-1.8%
0.28%
-9.9%
Q4 2022$1,534,704
+8.2%
21,837
-5.6%
0.31%
+3.7%
Q3 2022$1,418,000
-12.0%
23,134
-5.7%
0.30%
-12.2%
Q2 2022$1,612,000
-19.5%
24,534
-2.7%
0.34%
-5.8%
Q1 2022$2,003,000
-57.0%
25,215
-56.6%
0.36%
-60.6%
Q4 2021$4,654,00058,1330.92%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Diversified, LLC 275,298$21,597,00011.48%
Bernardo Wealth Planning LLC 61,673$4,838,0002.81%
JB Capital LLC 258,983$20,317,0002.63%
VIVID FINANCIAL MANAGEMENT, INC. 72,714$5,704,0002.34%
EQ LLC 37,933$2,976,0002.27%
Tri-Star Advisors Inc. 62,269$5,051,0002.22%
ONE Advisory Partners, LLC 44,894$3,522,0002.19%
Outlook Wealth Advisors, LLC 81,433$6,388,0002.09%
High Falls Advisors, Inc 94,649$7,425,0002.02%
Pettinga Financial Advisors LLC 100,663$7,897,0002.01%
View complete list of ISHARES TR shareholders