Anchor Investment Management, LLC - ISHARES TR ownership

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ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 77 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$86,860
+204.5%
1,465
+193.0%
0.01%
+150.0%
Q3 2023$28,530
-6.7%
5000.0%0.00%0.0%
Q2 2023$30,595
-1.2%
5000.0%0.00%0.0%
Q1 2023$30,975
+3.9%
5000.0%0.00%0.0%
Q4 2022$29,820
+476.5%
500
+400.0%
0.00%
+300.0%
Q2 2020$5,173
+8.2%
1000.0%0.00%0.0%
Q1 2020$4,781
-13.8%
1000.0%0.00%0.0%
Q4 2019$5,548
-22.2%
100
-23.1%
0.00%
-50.0%
Q3 2019$7,127
+4.2%
1300.0%0.00%0.0%
Q2 2019$6,842
+1.8%
1300.0%0.00%0.0%
Q1 2019$6,718
+12.4%
1300.0%0.00%0.0%
Q4 2018$5,976
-8.5%
1300.0%0.00%
+100.0%
Q3 2018$6,533
+2.5%
1300.0%0.00%
-50.0%
Q2 2018$6,371
-2.3%
130
+100.0%
0.00%0.0%
Q1 2018$6,524
-5.3%
650.0%0.00%0.0%
Q4 2017$6,886
+4.0%
650.0%0.00%0.0%
Q3 2017$6,618
-0.4%
650.0%0.00%0.0%
Q2 2017$6,646
+2.9%
650.0%0.00%0.0%
Q1 2017$6,459
+7.9%
650.0%0.00%0.0%
Q4 2016$5,985
-7.3%
650.0%0.00%
-33.3%
Q3 2016$6,455
-0.8%
650.0%0.00%0.0%
Q2 2016$6,510
+2.9%
650.0%0.00%0.0%
Q1 2016$6,329–65–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders