Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$349,000
+50.4%
4,570
+65.0%
0.01%
+60.0%
Q3 2021$232,000
-4.5%
2,770
-5.3%
0.01%0.0%
Q2 2021$243,000
-6.5%
2,925
-13.5%
0.01%
-16.7%
Q1 2021$260,000
-25.5%
3,380
-26.0%
0.01%
-25.0%
Q4 2020$349,000
+5.1%
4,570
-1.1%
0.01%
-11.1%
Q3 2020$332,000
-1.2%
4,620
-5.4%
0.01%
-10.0%
Q2 2020$336,000
-4.8%
4,882
-15.7%
0.01%
-23.1%
Q1 2020$353,000
-14.9%
5,792
-4.0%
0.01%
+8.3%
Q4 2019$415,000
+9.8%
6,035
-2.6%
0.01%0.0%
Q3 2019$378,000
-9.8%
6,195
-8.7%
0.01%
-7.7%
Q2 2019$419,000
-1.4%
6,785
-2.5%
0.01%0.0%
Q1 2019$425,0006,9600.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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