Arete Wealth Advisors, 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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,275,805
+99150.1%
27,612
+2.4%
0.39%
+94.1%
Q2 2023$2,293
+9.3%
26,978
+7.2%
0.20%
+18.7%
Q1 2023$2,098
-100.0%
25,170
-2.5%
0.17%
-10.9%
Q4 2022$2,190,509,910
+111546.8%
25,807
-0.9%
0.19%0.0%
Q3 2022$1,962,000
-6.2%
26,036
+1.0%
0.19%
-9.0%
Q2 2022$2,091,000
-6.9%
25,769
+0.5%
0.21%
+12.2%
Q1 2022$2,247,000
-0.7%
25,640
+2.4%
0.19%
-2.6%
Q4 2021$2,263,000
+12.3%
25,050
+4.0%
0.19%
-13.1%
Q3 2021$2,016,000
+8665.2%
24,081
+2.8%
0.22%
+7300.0%
Q2 2021$23,000
-98.7%
23,432
+2.6%
0.00%
-98.7%
Q1 2021$1,759,000
+2.4%
22,830
+1.5%
0.22%
-7.4%
Q4 2020$1,718,000
+0.9%
22,496
-6.1%
0.24%
-5.4%
Q3 2020$1,703,000
+4.5%
23,953
+1.1%
0.26%
-8.9%
Q2 2020$1,629,000
+12.3%
23,688
-0.5%
0.28%
-1.4%
Q1 2020$1,451,000
-4.2%
23,817
+8.1%
0.29%
+8.7%
Q4 2019$1,515,000
+18.7%
22,031
+5.5%
0.26%
+7.8%
Q3 2019$1,276,000
+5.8%
20,879
+6.8%
0.24%
+4.3%
Q2 2019$1,206,000
+3.4%
19,543
+2.4%
0.23%
-3.7%
Q1 2019$1,166,000
+10.3%
19,091
+2.3%
0.24%
-5.4%
Q4 2018$1,057,000
-8.9%
18,653
+1.3%
0.26%0.0%
Q3 2018$1,160,000
+20.8%
18,422
+8.3%
0.26%
+12.2%
Q2 2018$960,000
+19.0%
17,017
+134.7%
0.23%
-14.6%
Q1 2018$807,000
+23.6%
7,250
+24.9%
0.27%
+25.8%
Q4 2017$653,000
+5.3%
5,806
+5.3%
0.21%
-13.8%
Q3 2017$620,000
+14.2%
5,516
+11.1%
0.25%
-0.4%
Q2 2017$543,000
+23.7%
4,967
+16.2%
0.25%
+29.8%
Q1 2017$439,000
+19.9%
4,273
+10.6%
0.19%
+13.0%
Q4 2016$366,000
-4.4%
3,864
+1.6%
0.17%
-22.8%
Q3 2016$383,000
+6.7%
3,802
+6.9%
0.22%
-3.1%
Q2 2016$359,000
+5.6%
3,555
+0.6%
0.23%
+11.3%
Q1 2016$340,000
-22.2%
3,534
-17.0%
0.20%
-23.4%
Q4 2015$437,000
+2.8%
4,256
-1.3%
0.26%
-20.2%
Q3 2015$425,000
-32.0%
4,312
-25.0%
0.33%
-21.1%
Q2 2015$625,000
+0.6%
5,747
-0.2%
0.42%
+5.0%
Q1 2015$621,000
+11.1%
5,757
+2.6%
0.40%
+1.5%
Q4 2014$559,000
-3.0%
5,613
-4.8%
0.40%
-9.2%
Q3 2014$576,000
+3.6%
5,898
+0.1%
0.44%
+0.5%
Q2 2014$556,000
+10.5%
5,894
+6.8%
0.43%
-7.3%
Q1 2014$503,000
+2.4%
5,518
-3.2%
0.47%
-3.5%
Q4 2013$491,0005,7030.48%
Other shareholders
ISHARES TR shareholders Q1 2021
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