MV CAPITAL MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
MV CAPITAL MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$36,760
-3.0%
4460.0%0.01%0.0%
Q2 2023$37,906
+2.0%
4460.0%0.01%0.0%
Q1 2023$37,179
-1.8%
4460.0%0.01%
-16.7%
Q4 2022$37,856
+11.3%
4460.0%0.01%0.0%
Q3 2022$34,000
-5.6%
4460.0%0.01%0.0%
Q2 2022$36,000
-7.7%
4460.0%0.01%0.0%
Q1 2022$39,000
-2.5%
4460.0%0.01%0.0%
Q4 2021$40,000
+8.1%
4460.0%0.01%0.0%
Q3 2021$37,0000.0%4460.0%0.01%0.0%
Q2 2021$37,000
+8.8%
4460.0%0.01%0.0%
Q1 2021$34,0000.0%4460.0%0.01%0.0%
Q4 2020$34,000
+6.2%
4460.0%0.01%
-14.3%
Q3 2020$32,000
+3.2%
4460.0%0.01%0.0%
Q2 2020$31,000
+14.8%
4460.0%0.01%0.0%
Q1 2020$27,000
-12.9%
4460.0%0.01%0.0%
Q4 2019$31,000
+14.8%
4460.0%0.01%
+16.7%
Q3 2019$27,000
-3.6%
4460.0%0.01%0.0%
Q2 2019$28,000
+3.7%
4460.0%0.01%0.0%
Q1 2019$27,000
+8.0%
4460.0%0.01%
-14.3%
Q4 2018$25,000
-10.7%
4460.0%0.01%0.0%
Q3 2018$28,000
+12.0%
4460.0%0.01%
+16.7%
Q2 2018$25,0000.0%446
+100.0%
0.01%
-14.3%
Q1 2018$25,0000.0%2230.0%0.01%0.0%
Q4 2017$25,0000.0%2230.0%0.01%0.0%
Q3 2017$25,000
+4.2%
2230.0%0.01%0.0%
Q2 2017$24,000
+4.3%
2230.0%0.01%0.0%
Q1 2017$23,000
+9.5%
2230.0%0.01%
-12.5%
Q4 2016$21,000
-4.5%
2230.0%0.01%0.0%
Q3 2016$22,000
-4.3%
2230.0%0.01%0.0%
Q2 2016$23,000
+9.5%
2230.0%0.01%
-11.1%
Q1 2016$21,000
-8.7%
2230.0%0.01%0.0%
Q4 2015$23,000
+4.5%
2230.0%0.01%
-10.0%
Q3 2015$22,000
-8.3%
2230.0%0.01%0.0%
Q2 2015$24,0000.0%2230.0%0.01%0.0%
Q1 2015$24,000
+9.1%
2230.0%0.01%0.0%
Q4 2014$22,0002230.01%
Other shareholders
ISHARES TR shareholders Q3 2022
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