Hoxton Planning & Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 241 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Hoxton Planning & Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$549,384
+19.5%
11,155
+19.4%
0.26%
+16.4%
Q1 2024$459,862
+103239.8%
9,343
+3.4%
0.22%
-6.8%
Q4 2023$445
-42.1%
9,036
-43.6%
0.24%
-52.6%
Q3 2023$769
-99.8%
16,028
+127.5%
0.50%
+137.1%
Q2 2023$339,6887,0460.21%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mandatum Life Insurance Co Ltd 797,338$39,596,0007.51%
Matthew Goff Investment Advisor, LLC 192,807$9,575,0003.84%
KCS Wealth Advisory 71,509$3,551,0003.30%
Asset Planning Services, Ltd. 118,613$5,852,0002.78%
Probity Advisors, Inc. 167,975$8,342,0002.71%
Summit X, LLC 93,169$4,623,0002.27%
Leicht Financial Planning & Wealth Management, Inc. 35,536$1,765,0002.10%
CREATIVE FINANCIAL DESIGNS INC /ADV 61,805$3,069,0001.76%
JACOBSON & SCHMITT ADVISORS, LLC 31,075$1,543,0000.96%
Buffington Mohr McNeal 51,368$2,551,0000.88%
View complete list of ISHARES TR shareholders