Hoxton Planning & Management, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Hoxton Planning & Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,326
-99.9%
52,269
+19.7%
0.86%
+25.2%
Q2 2023$1,111,198
-25.4%
43,662
-27.4%
0.69%
-16.3%
Q1 2023$1,489,978
-24.4%
60,104
-29.3%
0.82%
-21.7%
Q4 2022$1,970,626–85,051–1.05%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders