Compass Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 356 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$78,135
+17.9%
1,1460.0%0.02%
+4.8%
Q3 2023$66,285
-7.0%
1,1460.0%0.02%
-4.5%
Q2 2023$71,270
+14.4%
1,1460.0%0.02%
+10.0%
Q1 2023$62,297
+21.3%
1,1460.0%0.02%
+17.6%
Q4 2022$51,3751,1460.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders