Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 197 filers reported holding ISHARES TR in Q3 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 Q3 2020
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