TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 264 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$720,045
+21.6%
19,069
+25.5%
0.14%
+14.2%
Q4 2022$592,297
+20.9%
15,191
+3.2%
0.12%
+15.4%
Q3 2022$490,000
+2.5%
14,721
+4.2%
0.10%
+2.0%
Q2 2022$478,000
-5.5%
14,125
+0.7%
0.10%
+10.9%
Q1 2022$506,000
+112.6%
14,022
+61.9%
0.09%
+95.7%
Q4 2021$238,0008,6620.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Newfound Research LLC 152,409$5,179,0002.95%
Riggs Asset Managment Co. Inc. 197,494$6,711,0002.76%
FUKOKU MUTUAL LIFE INSURANCE Co 444,000$15,087,0002.31%
Miracle Mile Advisors, LLC 587,032$19,947,0002.11%
Palisades Hudson Asset Management, L.P. 84,660$2,877,0001.57%
Family Firm, Inc. 98,582$3,350,0001.30%
Summit X, LLC 44,212$1,503,0000.90%
SCS Capital Management LLC 416,887$14,166,0000.52%
Madden Advisory Services, Inc. 24,083$818,0000.50%
FIRST MIDWEST BANK TRUST DIVISION 101,083$3,435,0000.47%
View complete list of ISHARES TR shareholders