Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 141 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$603
-61.7%
10,561
-58.9%
0.00%
-57.1%
Q2 2023$1,573
+4.9%
25,712
+6.2%
0.01%0.0%
Q1 2023$1,500
+216.5%
24,216
+204.5%
0.01%
+250.0%
Q4 2022$474
-99.9%
7,953
+1.6%
0.00%0.0%
Q3 2022$420,000
-83.9%
7,829
-82.7%
0.00%
-85.7%
Q2 2022$2,610,000
+358.7%
45,144
+392.9%
0.01%
+366.7%
Q1 2022$569,000
-86.2%
9,159
-85.6%
0.00%
-83.3%
Q4 2021$4,124,000
+678.1%
63,711
+620.9%
0.02%
+500.0%
Q3 2021$530,000
+4.7%
8,838
+6.7%
0.00%
+50.0%
Q2 2021$506,000
+1.6%
8,284
-3.3%
0.00%
-33.3%
Q1 2021$498,000
-2.0%
8,570
-1.6%
0.00%0.0%
Q4 2020$508,000
-22.4%
8,713
-26.3%
0.00%
-25.0%
Q3 2020$655,000
+44.9%
11,826
+35.3%
0.00%
+33.3%
Q2 2020$452,000
+123.8%
8,741
+106.9%
0.00%
+50.0%
Q1 2020$202,000
-2.9%
4,224
+12.6%
0.00%0.0%
Q4 2019$208,000
-2.3%
3,752
-3.3%
0.00%0.0%
Q3 2019$213,000
-74.1%
3,881
-52.6%
0.00%
-77.8%
Q1 2018$821,000
-3.2%
8,184
+2.2%
0.01%
-10.0%
Q4 2017$848,000
+52.5%
8,004
+46.6%
0.01%
+42.9%
Q3 2017$556,000
+5.1%
5,459
+5.5%
0.01%
-12.5%
Q2 2017$529,000
-14.8%
5,174
-17.2%
0.01%
-27.3%
Q1 2017$621,000
-17.6%
6,247
-23.7%
0.01%
-21.4%
Q4 2016$754,000
-13.9%
8,186
-7.2%
0.01%
-12.5%
Q3 2016$876,000
+40.4%
8,824
+41.6%
0.02%
+23.1%
Q2 2016$624,000
+0.3%
6,233
-2.4%
0.01%
-7.1%
Q1 2016$622,000
+4.4%
6,385
-0.4%
0.01%0.0%
Q4 2015$596,000
+44.0%
6,411
+37.5%
0.01%
+16.7%
Q3 2015$414,0000.0%4,662
+1.3%
0.01%
+9.1%
Q2 2015$414,000
+12.8%
4,604
+14.9%
0.01%
+10.0%
Q1 2015$367,000
+24.0%
4,008
+21.4%
0.01%
+11.1%
Q4 2014$296,000
-10.8%
3,301
-12.9%
0.01%
-10.0%
Q3 2014$332,000
-8.0%
3,789
-5.6%
0.01%
-23.1%
Q2 2014$361,000
+5.2%
4,013
+1.1%
0.01%0.0%
Q1 2014$343,000
-3.9%
3,969
-4.2%
0.01%
-13.3%
Q4 2013$357,000
+17.0%
4,145
+12.1%
0.02%
+15.4%
Q3 2013$305,000
-11.3%
3,696
-14.4%
0.01%
-23.5%
Q2 2013$344,0004,3160.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Fortis Advisors, LLC 34,819$2,029,0001.79%
Richard Bernstein Advisors LLC 574,789$33,499,0000.82%
WealthBridge Capital Management, LLC 16,859$983,0000.43%
Interchange Capital Partners, LLC 13,118$764,0000.41%
Slow Capital, Inc. 27,602$1,609,0000.38%
PATRON PARTNERS, LLC 4,061$237,0000.23%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 22,591$1,316,6030.22%
Madden Advisory Services, Inc. 3,850$224,0000.19%
Cedar Brook Financial Partners, LLC 8,025$468,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,178$1,059,0000.16%
View complete list of ISHARES TR shareholders