Kelman-Lazarov, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kelman-Lazarov, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$35,083,000
-5.6%
3700.0%0.02%
-4.8%
Q3 2016$37,181,000
-1.2%
3700.0%0.02%0.0%
Q2 2016$37,618,000
+68296.4%
370
-35.1%
0.02%
-34.4%
Q1 2016$55,0005700.03%
Other shareholders
ISHARES TR shareholders Q3 2023
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