BALDWIN BROTHERS LLC/MA - 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
BALDWIN BROTHERS LLC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$56,281
+5.2%
6490.0%0.00%
-20.0%
Q3 2023$53,491
-3.0%
6490.0%0.01%0.0%
Q2 2023$55,159
+230.8%
649
+224.5%
0.01%
+400.0%
Q1 2023$16,672
-1.8%
2000.0%0.00%
-50.0%
Q4 2022$16,976
+13.2%
2000.0%0.00%0.0%
Q3 2022$15,000
-6.2%
2000.0%0.00%0.0%
Q2 2022$16,000
-11.1%
2000.0%0.00%0.0%
Q1 2022$18,0000.0%2000.0%0.00%0.0%
Q4 2021$18,000
+5.9%
2000.0%0.00%0.0%
Q3 2021$17,0000.0%2000.0%0.00%0.0%
Q2 2021$17,000
+13.3%
2000.0%0.00%0.0%
Q1 2021$15,0000.0%2000.0%0.00%0.0%
Q4 2020$15,000
+7.1%
2000.0%0.00%0.0%
Q3 2020$14,0000.0%2000.0%0.00%0.0%
Q2 2020$14,000
+16.7%
2000.0%0.00%0.0%
Q1 2020$12,000
-14.3%
2000.0%0.00%0.0%
Q4 2019$14,000
+16.7%
2000.0%0.00%0.0%
Q3 2019$12,0000.0%2000.0%0.00%0.0%
Q2 2019$12,0000.0%2000.0%0.00%0.0%
Q1 2019$12,000
+9.1%
2000.0%0.00%0.0%
Q4 2018$11,000
-15.4%
2000.0%0.00%0.0%
Q3 2018$13,000
+18.2%
2000.0%0.00%0.0%
Q2 2018$11,0000.0%200
+100.0%
0.00%0.0%
Q1 2018$11,0000.0%1000.0%0.00%0.0%
Q4 2017$11,0000.0%1000.0%0.00%0.0%
Q3 2017$11,0000.0%1000.0%0.00%0.0%
Q2 2017$11,000
+10.0%
1000.0%0.00%0.0%
Q1 2017$10,000
+11.1%
1000.0%0.00%0.0%
Q4 2016$9,000
-10.0%
1000.0%0.00%0.0%
Q3 2016$10,0000.0%1000.0%0.00%0.0%
Q2 2016$10,0000.0%1000.0%0.00%0.0%
Q1 2016$10,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders