Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 193 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$518,401
+10.3%
6,107
-2.1%
0.02%
+5.6%
Q3 2022$470,000
-6.0%
6,235
+1.1%
0.02%
+5.9%
Q2 2022$500,000
-5.3%
6,165
+2.4%
0.02%
+6.2%
Q1 2022$528,000
+2.3%
6,023
+5.4%
0.02%
+14.3%
Q4 2021$516,000
+21.1%
5,716
+12.4%
0.01%
+7.7%
Q3 2021$426,000
+11.8%
5,086
+11.0%
0.01%
+18.2%
Q2 2021$381,000
-22.1%
4,582
-27.8%
0.01%
-31.2%
Q1 2021$489,000
+61.4%
6,347
+60.4%
0.02%
+60.0%
Q4 2020$303,000
-2.9%
3,958
-8.8%
0.01%
-16.7%
Q3 2020$312,000
+7.6%
4,338
+3.0%
0.01%
-7.7%
Q2 2020$290,000
+18.9%
4,210
+5.0%
0.01%
-7.1%
Q1 2020$244,000
-18.9%
4,010
-8.4%
0.01%
+7.7%
Q4 2019$301,000
+20.9%
4,376
+7.2%
0.01%
+8.3%
Q3 2019$249,000
-1.2%
4,0810.0%0.01%
-7.7%
Q2 2019$252,000
+10.5%
4,081
+9.6%
0.01%0.0%
Q1 2019$228,000
+8.6%
3,725
+0.5%
0.01%
-13.3%
Q4 2018$210,000
-13.2%
3,705
-3.7%
0.02%
+7.1%
Q3 2018$242,000
+11.5%
3,8460.0%0.01%
-6.7%
Q2 2018$217,000
+2.4%
3,846
+101.7%
0.02%
-6.2%
Q1 2018$212,000
-0.9%
1,907
+0.5%
0.02%0.0%
Q4 2017$214,000
+3.4%
1,897
+3.2%
0.02%
-5.9%
Q3 2017$207,000
-6.3%
1,838
-16.3%
0.02%
-34.6%
Q3 2016$221,000
-7.1%
2,197
+0.5%
0.03%
-21.2%
Q2 2015$238,000
+18.4%
2,187
+17.6%
0.03%
+22.2%
Q1 2015$201,0001,8600.03%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Newfound Research LLC 45,670$4,994,0003.49%
Analyst IMS Investment Management Services Ltd. 53,292$5,827,0002.08%
EXENCIAL WEALTH ADVISORS, LLC 39,019$4,267,0001.75%
FUKOKU MUTUAL LIFE INSURANCE Co 102,000$11,154,0001.64%
FCA CORP /TX 29,113$3,183,0001.39%
Brinker Capital Investments, LLC 313,366$34,267,0001.30%
Greytown Advisors Inc. 5,900$645,0000.53%
MERIDIAN INVESTMENT COUNSEL INC. 6,970$762,0000.46%
WRAPMANAGER INC 10,672$1,167,0000.41%
Mirae Asset Global Investments Co., Ltd. 207,078$22,644,0000.39%
View complete list of ISHARES TR shareholders