Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - 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 Q1 2021
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