Cambridge Investment Research Advisors, Inc. - 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
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,124
-3.7%
25,775
-0.6%
0.01%0.0%
Q2 2023$2,205
+18.4%
25,938
+16.1%
0.01%
+11.1%
Q1 2023$1,863
+57.2%
22,346
+60.1%
0.01%
+50.0%
Q4 2022$1,185
-99.9%
13,957
+0.0%
0.01%0.0%
Q3 2022$1,051,000
-76.4%
13,951
-74.6%
0.01%
-75.0%
Q2 2022$4,455,000
+243.5%
54,909
+270.8%
0.02%
+300.0%
Q1 2022$1,297,000
-74.5%
14,808
-73.7%
0.01%
-73.9%
Q4 2021$5,088,000
+242.9%
56,324
+217.7%
0.02%
+228.6%
Q3 2021$1,484,000
+6.0%
17,727
+5.3%
0.01%0.0%
Q2 2021$1,400,000
+8.1%
16,839
+0.2%
0.01%0.0%
Q1 2021$1,295,000
+2.4%
16,800
+1.5%
0.01%0.0%
Q4 2020$1,265,000
+25.2%
16,552
+17.7%
0.01%0.0%
Q3 2020$1,010,000
-13.5%
14,060
-17.2%
0.01%
-22.2%
Q2 2020$1,167,000
-6.5%
16,974
-17.1%
0.01%
-25.0%
Q1 2020$1,248,000
-67.3%
20,479
-63.1%
0.01%
-58.6%
Q4 2019$3,811,000
+261.2%
55,440
+220.9%
0.03%
+222.2%
Q3 2019$1,055,000
-8.9%
17,277
-7.9%
0.01%
-18.2%
Q2 2019$1,158,000
-65.0%
18,767
-65.4%
0.01%
-65.6%
Q1 2019$3,309,000
+220.3%
54,164
+197.0%
0.03%
+190.9%
Q4 2018$1,033,000
+7.5%
18,235
+19.6%
0.01%
+22.2%
Q3 2018$961,000
+24.2%
15,252
+11.2%
0.01%
+12.5%
Q2 2018$774,000
-56.0%
13,721
-13.2%
0.01%
-60.0%
Q1 2018$1,761,000
+6.4%
15,816
+7.5%
0.02%
+5.3%
Q4 2017$1,655,000
+17.0%
14,712
+17.0%
0.02%0.0%
Q3 2017$1,414,000
+3.9%
12,576
+1.0%
0.02%
-5.0%
Q2 2017$1,361,000
+8.0%
12,447
+1.5%
0.02%
-9.1%
Q1 2017$1,260,000
+12.5%
12,259
+3.8%
0.02%
+4.8%
Q4 2016$1,120,000
+2.6%
11,809
+8.9%
0.02%
+5.0%
Q3 2016$1,092,000
+0.3%
10,844
+0.6%
0.02%
-13.0%
Q2 2016$1,089,000
+3.2%
10,783
-1.6%
0.02%
-4.2%
Q1 2016$1,055,000
-14.9%
10,955
-9.2%
0.02%
-17.2%
Q4 2015$1,239,000
+12.8%
12,070
+8.3%
0.03%
-9.4%
Q3 2015$1,098,000
-21.9%
11,150
-13.8%
0.03%
-17.9%
Q2 2015$1,406,000
+18.2%
12,928
+17.1%
0.04%
+14.7%
Q1 2015$1,190,000
+20.6%
11,039
+11.3%
0.03%
+9.7%
Q4 2014$987,000
+3.5%
9,914
+1.6%
0.03%
+10.7%
Q3 2014$954,000
+41.8%
9,761
+36.7%
0.03%
+21.7%
Q2 2014$673,000
-0.3%
7,138
-3.8%
0.02%
-11.5%
Q1 2014$675,000
+15.6%
7,417
+9.4%
0.03%
+8.3%
Q4 2013$584,000
+28.4%
6,779
+18.4%
0.02%
+20.0%
Q3 2013$455,000
+5.6%
5,726
-1.3%
0.02%
-9.1%
Q2 2013$431,0005,8020.02%
Other shareholders
ISHARES TR shareholders Q2 2022
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