GREENLEAF TRUST - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GREENLEAF TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$344,680
-3.0%
4,1820.0%0.00%0.0%
Q2 2023$355,428
+2.0%
4,1820.0%0.00%0.0%
Q1 2023$348,612
+98100.6%
4,1820.0%0.00%0.0%
Q4 2022$355
-99.9%
4,1820.0%0.00%
-20.0%
Q3 2022$315,000
-7.1%
4,1820.0%0.01%0.0%
Q2 2022$339,000
-7.4%
4,1820.0%0.01%
+25.0%
Q1 2022$366,000
-43.5%
4,182
-41.7%
0.00%
-50.0%
Q4 2021$648,000
+7.8%
7,1740.0%0.01%
+14.3%
Q3 2021$601,000
-6.8%
7,174
-7.6%
0.01%
-12.5%
Q2 2021$645,000
+7.9%
7,7630.0%0.01%0.0%
Q1 2021$598,000
+0.8%
7,7630.0%0.01%0.0%
Q4 2020$593,000
-10.0%
7,763
-15.3%
0.01%
-20.0%
Q3 2020$659,000
-34.7%
9,170
-37.5%
0.01%
-44.4%
Q2 2020$1,009,000
+2.3%
14,675
-9.3%
0.02%
-10.0%
Q1 2020$986,000
-12.2%
16,188
-0.9%
0.02%
+11.1%
Q4 2019$1,123,000
+9.6%
16,332
-2.7%
0.02%
+12.5%
Q3 2019$1,025,000
-22.3%
16,786
-21.5%
0.02%
-23.8%
Q2 2019$1,319,000
+1.0%
21,3760.0%0.02%
-4.5%
Q1 2019$1,306,000
+6.2%
21,376
-1.6%
0.02%
-8.3%
Q4 2018$1,230,000
-10.1%
21,7140.0%0.02%
-4.0%
Q3 2018$1,368,000
+11.6%
21,7140.0%0.02%
+8.7%
Q2 2018$1,226,000
-59.8%
21,714
-20.7%
0.02%
-62.3%
Q1 2018$3,047,000
-19.5%
27,368
-18.7%
0.06%
-20.8%
Q4 2017$3,786,000
+8.6%
33,645
+8.6%
0.08%
+1.3%
Q3 2017$3,485,000
+40.8%
30,988
+36.9%
0.08%
+35.7%
Q2 2017$2,475,00022,6360.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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