Sullivan, Bruyette, Speros & Blaney, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 162 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 934.50 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sullivan, Bruyette, Speros & Blaney, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$339,000
-14.2%
5,387
-23.1%
0.03%
-18.4%
Q2 2018$395,000
+1.3%
7,002
+100.0%
0.04%0.0%
Q1 2018$390,000
-1.0%
3,5010.0%0.04%
+2.7%
Q4 2017$394,0000.0%3,5010.0%0.04%
-5.1%
Q3 2017$394,000
+2.9%
3,5010.0%0.04%0.0%
Q2 2017$383,000
+6.4%
3,5010.0%0.04%
+8.3%
Q1 2017$360,000
+8.4%
3,5010.0%0.04%
+5.9%
Q4 2016$332,000
-17.6%
3,501
-12.5%
0.03%
-17.1%
Q3 2016$403,000
-0.2%
4,0010.0%0.04%
-2.4%
Q2 2016$404,0004,0010.04%
Other shareholders
ISHARES TR shareholders Q1 2018
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