SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,951
-3.0%
1450.0%0.00%
Q2 2023$12,324
+4.8%
145
+2.8%
0.00%
Q1 2023$11,754
-5.1%
141
-3.4%
0.00%
Q4 2022$12,392
+1139.2%
146
+1227.3%
0.00%
Q3 2022$1,0000.0%110.0%0.00%
Q2 2022$1,0000.0%11
+22.2%
0.00%
Q1 2022$1,000
-50.0%
9
-65.4%
0.00%
Q4 2021$2,0000.0%260.0%0.00%
Q3 2021$2,0000.0%260.0%0.00%
Q2 2021$2,0000.0%26
+30.0%
0.00%
Q1 2021$2,000
-33.3%
20
-39.4%
0.00%
Q4 2020$3,000
+50.0%
33
-2.9%
0.00%
Q3 2020$2,0000.0%34
+3.0%
0.00%
Q2 2020$2,000
-60.0%
33
-55.4%
0.00%
Q1 2020$5,000
-28.6%
74
-23.7%
0.00%
-100.0%
Q4 2019$7,000
+16.7%
970.0%0.00%
Q3 2019$6,000
-45.5%
97
-46.7%
0.00%
-100.0%
Q2 2019$11,0000.0%182
-0.5%
0.00%0.0%
Q1 2019$11,000
-50.0%
183
-20.4%
0.00%
-87.5%
Q2 2014$22,000
+4.8%
2300.0%0.01%0.0%
Q1 2014$21,0002300.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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