TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is RXI and the CUSIP is 464288745. A total of 70 filers reported holding ISHARES TR in Q1 2022. 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$1,049,579
-18.8%
7,230
-29.6%
0.20%
-24.3%
Q4 2022$1,293,311
+3.9%
10,266
+0.6%
0.26%
-0.4%
Q3 2022$1,245,000
-6.0%
10,200
-2.2%
0.26%
-6.4%
Q2 2022$1,324,000
-8.4%
10,430
+12.7%
0.28%
+7.2%
Q1 2022$1,446,000
-11.7%
9,254
+1.3%
0.26%
-19.1%
Q4 2021$1,638,0009,1370.32%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Affiance Financial, LLC 34,097$4,330,0002.34%
Slow Capital, Inc. 24,845$3,155,0000.77%
Laidlaw Wealth Management LLC 16,308$2,071,0000.42%
TCWP LLC 10,430$1,324,0000.28%
Frank, Rimerman Advisors LLC 5,432$689,8100.26%
One Charles Private Wealth Services, LLC 2,646$341,0000.23%
Cedar Brook Financial Partners, LLC 4,518$574,0000.18%
Sunflower Bank, N.A. 6,733$855,0000.17%
KCS Wealth Advisory 2,473$314,0000.14%
Front Row Advisors LLC 1,877$238,0000.12%
View complete list of ISHARES TR shareholders