ASSETMARK, INC - 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
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$85
-98.9%
1
-98.9%
0.00%
Q1 2023$7,752
-100.0%
93
-100.0%
0.00%
-100.0%
Q4 2022$137,799,170
+1968459.6%
1,623,459
+1691003.1%
0.60%
Q3 2022$7,000
+250.0%
96
+284.0%
0.00%
Q3 2020$2,0000.0%25
+25.0%
0.00%
Q3 2017$2,0000.0%200.0%0.00%
Q2 2017$2,0000.0%200.0%0.00%
Q1 2017$2,0000.0%200.0%0.00%
Q4 2016$2,000
-100.0%
20
-100.0%
0.00%
-100.0%
Q3 2016$95,253,000
-8.4%
945,536
-8.2%
1.45%
-17.1%
Q2 2016$103,992,000
-6.2%
1,029,725
-10.6%
1.75%
-9.7%
Q1 2016$110,922,000
-17.0%
1,151,842
-15.1%
1.94%
+38.9%
Q3 2015$133,612,000
+37.2%
1,356,884
+51.5%
1.39%
-31.2%
Q2 2015$97,382,000
+18.8%
895,714
+17.9%
2.03%
+16.2%
Q1 2015$81,938,000
+215.5%
760,021
+191.3%
1.74%
+209.4%
Q4 2014$25,973,000260,8760.56%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Trident Investment Management, LLC 28,773$2,477,00020.01%
FCA CORP /TX 36,515$3,144,0001.82%
Kingfisher Capital LLC 30,628$2,637,0001.42%
BECK CAPITAL MANAGEMENT, LLC 14,797$1,268,0001.02%
EXENCIAL WEALTH ADVISORS, LLC 15,828$1,405,0000.64%
Financial Architects, Inc 11,910$1,025,0000.60%
MERIDIAN INVESTMENT COUNSEL INC. 7,305$629,0000.53%
East Coast Asset Management, LLC. 9,711$836,0000.49%
Arete Wealth Advisors, LLC 5,703$491,0000.48%
Stearns Financial Services Group 13,340$1,149,0000.45%
View complete list of ISHARES TR shareholders