Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$976,289
-0.6%
11,845
+2.4%
0.07%
+7.8%
Q2 2023$982,637
+60.5%
11,562
+57.4%
0.06%
+88.2%
Q1 2023$612,270
+1.8%
7,345
+3.6%
0.03%
-12.8%
Q4 2022$601,535
+13.5%
7,087
+0.7%
0.04%
+2.6%
Q3 2022$530,000
-15.1%
7,039
-8.5%
0.04%
-13.6%
Q2 2022$624,000
-15.4%
7,694
-8.6%
0.04%
-2.2%
Q1 2022$738,000
+3.5%
8,421
+6.7%
0.04%
+2.3%
Q4 2021$713,0007,8920.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders