Compass Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 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 Q3 2023
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders