Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$499,017
-99.9%
5,879
-7.7%
0.06%
+1.8%
Q3 2022$480,062,000
-15.3%
6,371
-8.8%
0.06%
-9.8%
Q2 2022$567,021,000
+89054.2%
6,988
-3.7%
0.06%
+7.0%
Q1 2022$636,000
-30.7%
7,254
-28.6%
0.06%
-14.9%
Q4 2021$918,000
+2.8%
10,158
-4.8%
0.07%
-1.5%
Q3 2021$893,000
-3.4%
10,670
-4.0%
0.07%
-1.4%
Q2 2021$924,000
-4.5%
11,119
-12.2%
0.07%
-34.9%
Q4 2020$968,000
-3.3%
12,666
-9.2%
0.11%
-2.8%
Q3 2020$1,001,000
-8.5%
13,942
-12.4%
0.11%
-8.4%
Q2 2020$1,094,000
-8.8%
15,908
-7.1%
0.12%
+12.3%
Q1 2020$1,200,000
+96.4%
17,115
+92.7%
0.11%
+96.3%
Q4 2019$611,0008,8810.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders