Tanglewood Legacy Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tanglewood Legacy Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$118,953
+7.4%
1,2770.0%0.06%
-1.7%
Q4 2023$110,742
+5.2%
1,2770.0%0.06%
-4.8%
Q3 2023$105,250
-3.0%
1,2770.0%0.06%0.0%
Q2 2023$108,532
+2.0%
1,2770.0%0.06%
-7.4%
Q1 2023$106,450
-1.8%
1,2770.0%0.07%
-11.7%
Q4 2022$108,3921,2770.08%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 48,628$4,072,0004.91%
Hamilton Wealth, LLC 83,931$7,028,0003.23%
Clarity Wealth Advisors, LLC 56,147$4,701,0002.32%
FCA CORP /TX 56,694$4,747,0001.43%
Anfield Capital Management, LLC 23,743$3,147,0000.98%
GREENWOOD CAPITAL ASSOCIATES LLC 56,177$4,704,0000.72%
ELCO Management Co., LLC 9,958$834,0000.64%
Richard Bernstein Advisors LLC 354,625$29,692,0000.60%
Marotta Asset Management 26,867$2,249,574,0000.54%
Slow Capital, Inc. 33,558$2,810,0000.52%
View complete list of ISHARES TR shareholders