Ballentine Partners, 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
Ballentine Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$237,370
-10.1%
2,880
-7.2%
0.01%0.0%
Q2 2023$263,894
+1156.6%
3,105
+1534.2%
0.01%
+500.0%
Q3 2017$21,0000.0%1900.0%0.00%
-50.0%
Q2 2017$21,000
+16.7%
1900.0%0.00%
+100.0%
Q4 2016$18,000
-5.3%
1900.0%0.00%
-50.0%
Q3 2016$19,0001900.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders