EVERETT HARRIS & CO /CA/ - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$391,413
-3.0%
4,7490.0%0.01%0.0%
Q2 2023$403,618
+2.0%
4,7490.0%0.01%0.0%
Q1 2023$395,877
-3.4%
4,749
-1.7%
0.01%
-14.3%
Q4 2022$410,000
+12.6%
4,8300.0%0.01%0.0%
Q3 2022$364,000
-7.1%
4,8300.0%0.01%0.0%
Q2 2022$392,000
-7.3%
4,8300.0%0.01%
+16.7%
Q1 2022$423,000
-3.0%
4,8300.0%0.01%0.0%
Q4 2021$436,000
+7.9%
4,8300.0%0.01%0.0%
Q3 2021$404,000
+0.7%
4,8300.0%0.01%0.0%
Q2 2021$401,000
+7.8%
4,8300.0%0.01%0.0%
Q1 2021$372,000
+0.8%
4,8300.0%0.01%
-14.3%
Q4 2020$369,000
+6.3%
4,8300.0%0.01%0.0%
Q3 2020$347,000
+4.5%
4,8300.0%0.01%0.0%
Q2 2020$332,000
+6.8%
4,830
-5.3%
0.01%
-12.5%
Q1 2020$311,000
-15.5%
5,098
-4.7%
0.01%0.0%
Q4 2019$368,000
+12.5%
5,348
+0.0%
0.01%0.0%
Q3 2019$327,000
-0.9%
5,3460.0%0.01%0.0%
Q2 2019$330,000
-2.7%
5,346
-3.6%
0.01%
-11.1%
Q1 2019$339,000
+8.0%
5,544
+0.0%
0.01%0.0%
Q4 2018$314,000
-10.0%
5,542
+0.0%
0.01%0.0%
Q3 2018$349,000
+11.5%
5,5400.0%0.01%0.0%
Q2 2018$313,000
-16.5%
5,540
+64.4%
0.01%
-10.0%
Q1 2018$375,000
-1.1%
3,3690.0%0.01%
-9.1%
Q4 2017$379,0000.0%3,369
+0.0%
0.01%0.0%
Q3 2017$379,000
+6.2%
3,368
+3.1%
0.01%0.0%
Q2 2017$357,000
+6.2%
3,268
+0.0%
0.01%0.0%
Q1 2017$336,000
+8.4%
3,2670.0%0.01%0.0%
Q4 2016$310,000
-5.8%
3,267
+0.0%
0.01%
-8.3%
Q3 2016$329,000
-4.6%
3,266
-4.4%
0.01%0.0%
Q2 2016$345,000
+2.7%
3,416
-2.0%
0.01%0.0%
Q1 2016$336,000
-7.4%
3,485
-1.4%
0.01%
-7.7%
Q4 2015$363,000
+8.4%
3,535
+4.0%
0.01%
+8.3%
Q3 2015$335,000
-9.5%
3,4000.0%0.01%
-7.7%
Q2 2015$370,000
+0.8%
3,4000.0%0.01%0.0%
Q1 2015$367,000
+7.6%
3,400
-0.7%
0.01%
+8.3%
Q4 2014$341,000
+1.8%
3,4250.0%0.01%0.0%
Q3 2014$335,000
+3.7%
3,4250.0%0.01%0.0%
Q2 2014$323,000
+3.5%
3,4250.0%0.01%0.0%
Q1 2014$312,000
-4.0%
3,425
-9.3%
0.01%0.0%
Q4 2013$325,000
+8.3%
3,7750.0%0.01%0.0%
Q3 2013$300,000
+7.1%
3,7750.0%0.01%0.0%
Q2 2013$280,0003,7750.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Capricorn Fund Managers Ltd 283,044$24,800,0006.05%
Danda Trouve Investment Management, Inc. 48,965$4,290,0005.37%
Clarity Wealth Advisors, LLC 59,402$5,204,0002.47%
First International Bank & Trust 67,734$5,934,0002.02%
FCA CORP /TX 50,641$4,437,0001.55%
Money Design Co.,Ltd. 167,929$14,714,0001.00%
Ahrens Investment Partners LLC 33,440$2,930,0000.92%
Ayalon Insurance Comp Ltd. 22,100$1,936,0000.66%
Richard Bernstein Advisors LLC 380,497$33,092,0000.65%
Anfield Capital Management, LLC 20,287$1,778,0000.65%
View complete list of ISHARES TR shareholders