Oakworth Capital, 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
Oakworth Capital, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,968
-3.0%
4000.0%0.00%0.0%
Q2 2023$33,996
+2.0%
4000.0%0.00%0.0%
Q1 2023$33,344
-1.8%
4000.0%0.00%0.0%
Q4 2022$33,952
+13.2%
4000.0%0.00%0.0%
Q3 2022$30,000
-6.2%
4000.0%0.00%0.0%
Q2 2022$32,000
-8.6%
4000.0%0.00%0.0%
Q1 2022$35,000
-2.8%
4000.0%0.00%0.0%
Q4 2021$36,000
+9.1%
4000.0%0.00%0.0%
Q3 2021$33,0000.0%4000.0%0.00%0.0%
Q2 2021$33,000
+6.5%
4000.0%0.00%
-25.0%
Q1 2021$31,0000.0%4000.0%0.00%0.0%
Q4 2020$31,000
+6.9%
4000.0%0.00%
-20.0%
Q3 2020$29,000
+3.6%
4000.0%0.01%0.0%
Q2 2020$28,000
+16.7%
4000.0%0.01%
-16.7%
Q1 2020$24,000
-14.3%
4000.0%0.01%
+20.0%
Q4 2019$28,000
+16.7%
4000.0%0.01%0.0%
Q3 2019$24,000
-4.0%
4000.0%0.01%0.0%
Q2 2019$25,000
+4.2%
4000.0%0.01%0.0%
Q1 2019$24,000
+4.3%
4000.0%0.01%0.0%
Q4 2018$23,000
-8.0%
4000.0%0.01%0.0%
Q3 2018$25,000
+8.7%
4000.0%0.01%0.0%
Q2 2018$23,000
+4.5%
400
+100.0%
0.01%0.0%
Q1 2018$22,000
-4.3%
2000.0%0.01%0.0%
Q4 2017$23,000
+4.5%
2000.0%0.01%
-16.7%
Q3 2017$22,0000.0%2000.0%0.01%0.0%
Q2 2017$22,000
+4.8%
2000.0%0.01%0.0%
Q1 2017$21,000
+10.5%
2000.0%0.01%0.0%
Q4 2016$19,000
-5.0%
2000.0%0.01%
-14.3%
Q3 2016$20,0000.0%2000.0%0.01%0.0%
Q2 2016$20,000
+5.3%
2000.0%0.01%
-12.5%
Q1 2016$19,000
-9.5%
2000.0%0.01%
-11.1%
Q4 2015$21,000
+5.0%
2000.0%0.01%
-18.2%
Q3 2015$20,000
-13.0%
2000.0%0.01%0.0%
Q2 2015$23,000
+4.5%
2000.0%0.01%
+10.0%
Q1 2015$22,000
+10.0%
2000.0%0.01%0.0%
Q4 2014$20,000
+5.3%
2000.0%0.01%
-9.1%
Q3 2014$19,0000.0%2000.0%0.01%
-8.3%
Q2 2014$19,000
+5.6%
2000.0%0.01%0.0%
Q1 2014$18,000
+5.9%
2000.0%0.01%0.0%
Q4 2013$17,0002000.01%
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