FORTE ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
FORTE ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,009,655
-15.7%
17,456
-9.3%
0.68%
-12.6%
Q2 2023$1,197,158
+14.1%
19,250
-0.2%
0.78%
+12.0%
Q1 2023$1,048,958
-60.4%
19,297
-67.3%
0.69%
-59.8%
Q4 2022$2,647,538
-0.9%
59,057
-6.7%
1.73%
-2.5%
Q3 2022$2,671,000
-11.8%
63,331
-4.5%
1.77%
-15.5%
Q2 2022$3,030,00066,3042.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders