Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$5,361,000
-75.4%
78,768
-77.9%
0.09%
-77.8%
Q1 2020$21,779,000
-6.7%
355,681
+4.7%
0.40%
+8.2%
Q4 2019$23,354,000
+11.1%
339,711
-1.4%
0.37%
+3.1%
Q3 2019$21,025,000
-0.1%
344,624
+1.0%
0.36%
+2.9%
Q2 2019$21,046,000
+3.9%
341,047
+2.9%
0.35%
-0.6%
Q1 2019$20,253,000
+9.1%
331,466
+1.2%
0.35%
-4.4%
Q4 2018$18,559,000327,5970.36%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 90,903$5,554,0004.29%
Ayalon Insurance Comp Ltd. 74,900$4,589,0003.30%
Newfound Research LLC 72,805$4,448,0003.24%
Hamilton Wealth, LLC 63,150$3,858,0003.06%
Richard Bernstein Advisors LLC 1,305,198$79,747,0002.59%
Crestone Asset Management LLC 90,381$5,522,0001.95%
FCA CORP /TX 57,805$3,532,0001.37%
EXENCIAL WEALTH ADVISORS, LLC 74,763$4,568,0001.08%
Cambria Investment Management, L.P. 102,970$6,291,0000.97%
Brinker Capital Investments, LLC 488,720$29,861,0000.95%
View complete list of ISHARES TR shareholders