Anchor Investment Management, LLC - 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
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$716,575
+11.6%
8,263
+6.0%
0.08%
-2.4%
Q3 2023$642,209
-4.2%
7,792
-1.2%
0.08%
-2.3%
Q2 2023$670,308
+0.1%
7,887
-1.8%
0.09%
-5.5%
Q1 2023$669,590
-5.9%
8,033
-4.2%
0.09%
-10.8%
Q4 2022$711,508
+12.7%
8,383
+0.0%
0.10%
+4.1%
Q3 2022$631,551
-8.2%
8,382
-1.2%
0.10%
-2.0%
Q2 2022$688,194
-7.9%
8,482
-0.5%
0.10%
+6.4%
Q1 2022$746,982
-3.0%
8,5250.0%0.09%
-2.1%
Q4 2021$770,171
+10.2%
8,525
+2.1%
0.10%
-1.0%
Q3 2021$699,167
+2.9%
8,350
+2.1%
0.10%
+3.2%
Q2 2021$679,527
+7.9%
8,175
+0.0%
0.09%
-2.1%
Q1 2021$629,896
+0.8%
8,1740.0%0.10%
-14.3%
Q4 2020$624,910
+5.8%
8,174
-0.6%
0.11%
-6.7%
Q3 2020$590,580
-1.8%
8,223
-6.0%
0.12%
-11.1%
Q2 2020$601,622
+12.9%
8,747
+0.0%
0.14%
-2.2%
Q1 2020$532,963
-12.1%
8,746
-0.8%
0.14%
+7.0%
Q4 2019$606,079
+17.3%
8,816
+4.3%
0.13%
+8.4%
Q3 2019$516,484
-1.6%
8,454
-0.6%
0.12%
-4.8%
Q2 2019$524,812
+1.0%
8,504
+0.0%
0.12%
-3.8%
Q1 2019$519,563
+8.5%
8,503
+0.6%
0.13%
-4.4%
Q4 2018$478,850
+4.8%
8,453
+16.6%
0.14%
+29.5%
Q3 2018$456,730
+13.1%
7,252
+1.4%
0.10%
+6.1%
Q2 2018$403,658
+1.4%
7,152
+100.0%
0.10%
-4.8%
Q1 2018$398,139
+28.6%
3,576
+30.0%
0.10%
+26.8%
Q4 2017$309,530
-5.4%
2,751
-5.5%
0.08%
-14.6%
Q3 2017$327,319
+2.8%
2,9110.0%0.10%
-9.4%
Q2 2017$318,267
+8.3%
2,911
+1.8%
0.11%
+5.0%
Q1 2017$293,979
+89.0%
2,860
+74.4%
0.10%
+74.1%
Q4 2016$155,505
+5045.8%
1,640
+5366.7%
0.06%
+5700.0%
Q3 2016$3,022
-0.3%
300.0%0.00%0.0%
Q2 2016$3,030
+4.9%
300.0%0.00%0.0%
Q1 2016$2,889300.00%
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