Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 198 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$399,9860.0%4,2940.0%0.06%0.0%
Q1 2024$399,986
-0.5%
4,294
-7.3%
0.06%
-8.5%
Q4 2023$401,860
+4.1%
4,634
-1.1%
0.07%
-5.3%
Q3 2023$386,055
-3.0%
4,6840.0%0.08%
+1.4%
Q2 2023$398,093
+6.1%
4,684
+7.5%
0.07%
-36.2%
Q1 2023$375,226
+3.1%
4,3560.0%0.12%0.0%
Q4 2022$363,770
+13.0%
4,356
+1.6%
0.12%
-7.9%
Q3 2022$322,000
-3.3%
4,286
+4.3%
0.13%
-34.0%
Q2 2022$333,000
-7.8%
4,108
-0.4%
0.19%
+3.8%
Q1 2022$361,000
-3.0%
4,1230.0%0.18%
-15.2%
Q4 2021$372,000
+7.8%
4,1230.0%0.22%
+37.3%
Q3 2021$345,000
+1.5%
4,123
+0.7%
0.16%
+6.0%
Q2 2021$340,000
+11.1%
4,093
+3.2%
0.15%
+13.7%
Q1 2021$306,000
+3.0%
3,968
+2.1%
0.13%
-5.8%
Q4 2020$297,000
+6.5%
3,8860.0%0.14%
-15.2%
Q3 2020$279,000
+12.0%
3,886
+7.4%
0.16%
+4.5%
Q2 2020$249,000
+22.1%
3,619
+8.2%
0.16%
+6.1%
Q1 2020$204,000
-11.3%
3,3440.0%0.15%
+34.5%
Q4 2019$230,000
+12.7%
3,3440.0%0.11%
-2.7%
Q3 2019$204,000
-1.0%
3,3440.0%0.11%
-5.8%
Q2 2019$206,000
-4.2%
3,344
-5.1%
0.12%
-9.1%
Q1 2019$215,000
+7.5%
3,5240.0%0.13%
-9.0%
Q4 2018$200,000
-9.9%
3,5240.0%0.14%0.0%
Q3 2018$222,000
+7.8%
3,524
+85.9%
0.14%
+20.8%
Q2 2015$206,000
+1.0%
1,8960.0%0.12%
-3.2%
Q1 2015$204,0001,8960.12%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 90,903$5,554,0004.29%
Ayalon Insurance Comp Ltd. 74,900$4,589,0003.30%
Newfound Research LLC 72,805$4,448,0003.24%
Hamilton Wealth, LLC 63,150$3,858,0003.06%
Richard Bernstein Advisors LLC 1,305,198$79,747,0002.59%
Crestone Asset Management LLC 90,381$5,522,0001.95%
FCA CORP /TX 57,805$3,532,0001.37%
EXENCIAL WEALTH ADVISORS, LLC 74,763$4,568,0001.08%
Cambria Investment Management, L.P. 102,970$6,291,0000.97%
Brinker Capital Investments, LLC 488,720$29,861,0000.95%
View complete list of ISHARES TR shareholders