UMB Bank, n.a. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 377 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
UMB Bank, n.a. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$134,015
-7.0%
2,3170.0%0.00%0.0%
Q2 2023$144,094
+40.3%
2,317
+22.6%
0.00%0.0%
Q1 2023$102,740
+120770.6%
1,8900.0%0.00%
+100.0%
Q4 2022$85
-99.9%
1,8900.0%0.00%0.0%
Q3 2022$80,000
-64.3%
1,890
-61.6%
0.00%
-66.7%
Q2 2022$224,000
+103.6%
4,920
+160.3%
0.00%
+200.0%
Q1 2022$110,000
-12.7%
1,890
-2.9%
0.00%
-50.0%
Q4 2021$126,0001,9470.00%
Other shareholders
ISHARES TR shareholders Q2 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