Curi RMB Capital, LLC - 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
Curi RMB Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$462,000
+5.0%
7,560
-2.6%
0.01%
+9.1%
Q4 2018$440,000
-20.3%
7,760
-11.4%
0.01%
-15.4%
Q3 2018$552,000
+11.7%
8,7600.0%0.01%
+8.3%
Q2 2018$494,000
+2.7%
8,760
+102.8%
0.01%0.0%
Q1 2018$481,000
-1.4%
4,320
-0.3%
0.01%
-7.7%
Q4 2017$488,000
+7.5%
4,335
+7.4%
0.01%
+8.3%
Q3 2017$454,000
+2.0%
4,035
-0.7%
0.01%
-7.7%
Q2 2017$445,0004,0650.01%
Other shareholders
ISHARES TR shareholders Q3 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