Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 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 2023
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