Veritable, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 239 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$500,410
+9.3%
6,003
+11.3%
0.01%0.0%
Q4 2022$457,843
+3.8%
5,394
-7.8%
0.01%
-11.1%
Q3 2022$441,000
-12.0%
5,853
-5.2%
0.01%0.0%
Q2 2022$501,000
-20.0%
6,174
-13.5%
0.01%
-10.0%
Q1 2022$626,000
-23.3%
7,139
-21.0%
0.01%
-16.7%
Q4 2021$816,000
+7.9%
9,0340.0%0.01%0.0%
Q3 2021$756,000
-2.6%
9,034
-3.2%
0.01%0.0%
Q2 2021$776,000
+45.3%
9,333
+34.7%
0.01%
+33.3%
Q1 2021$534,0006,9290.01%
Other shareholders
ISHARES TR shareholders Q2 2022
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