OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,342
-3.0%
7200.0%0.03%0.0%
Q2 2023$61,193
+2.0%
7200.0%0.03%
-3.2%
Q1 2023$60,019
-1.8%
7200.0%0.03%
-6.1%
Q4 2022$61,114
+13.2%
7200.0%0.03%
+13.8%
Q3 2022$54,000
-6.9%
7200.0%0.03%0.0%
Q2 2022$58,000
-7.9%
7200.0%0.03%
+7.4%
Q1 2022$63,000
-3.1%
7200.0%0.03%
+8.0%
Q4 2021$65,000
+8.3%
7200.0%0.02%0.0%
Q3 2021$60,0000.0%7200.0%0.02%
+31.6%
Q2 2021$60,000
+9.1%
7200.0%0.02%
+18.8%
Q1 2021$55,0000.0%7200.0%0.02%
-5.9%
Q4 2020$55,000
+5.8%
7200.0%0.02%0.0%
Q3 2020$52,000
+4.0%
7200.0%0.02%0.0%
Q2 2020$50,000
+13.6%
7200.0%0.02%
-5.6%
Q1 2020$44,000
-26.7%
720
-17.4%
0.02%0.0%
Q4 2019$60,000
+13.2%
8720.0%0.02%
+5.9%
Q3 2019$53,000
+20.5%
872
+21.1%
0.02%
+21.4%
Q2 2019$44,0000.0%7200.0%0.01%0.0%
Q1 2019$44,000
+7.3%
7200.0%0.01%0.0%
Q4 2018$41,000
-8.9%
7200.0%0.01%
+16.7%
Q3 2018$45,000
+9.8%
7200.0%0.01%0.0%
Q2 2018$41,000
+2.5%
720
+100.0%
0.01%0.0%
Q1 2018$40,000
+2.6%
3600.0%0.01%0.0%
Q1 2015$39,000
+8.3%
3600.0%0.01%0.0%
Q4 2014$36,0000.0%3600.0%0.01%0.0%
Q3 2014$36,000
+5.9%
3600.0%0.01%
+9.1%
Q2 2014$34,0003600.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders