PFS Partners, 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
PFS Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$86,531
-7.0%
1,4960.0%0.08%
-2.6%
Q2 2023$93,039
+14.5%
1,496
+0.1%
0.08%
-1.3%
Q1 2023$81,287
+21.3%
1,4950.0%0.08%
+11.3%
Q4 2022$67,037
+6.4%
1,495
+0.1%
0.07%
+4.4%
Q3 2022$63,032
-7.7%
1,4940.0%0.07%
+3.0%
Q2 2022$68,292
-21.2%
1,494
+0.1%
0.07%
-12.0%
Q1 2022$86,632
-20.4%
1,493
-11.6%
0.08%
-7.4%
Q4 2021$108,7781,6890.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders