INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,357
-3.0%
650.0%0.00%0.0%
Q2 2023$5,524
+2.0%
650.0%0.00%0.0%
Q1 2023$5,418
-1.8%
650.0%0.00%0.0%
Q4 2022$5,517
+10.3%
65
+6.6%
0.00%0.0%
Q3 2022$5,0000.0%610.0%0.00%0.0%
Q2 2022$5,0000.0%610.0%0.00%0.0%
Q1 2022$5,000
-16.7%
610.0%0.00%0.0%
Q4 2021$6,000
+20.0%
610.0%0.00%0.0%
Q3 2021$5,0000.0%610.0%0.00%0.0%
Q2 2021$5,000
-66.7%
61
-67.7%
0.00%
-66.7%
Q1 2021$15,000
+7.1%
1890.0%0.00%0.0%
Q4 2020$14,0000.0%1890.0%0.00%0.0%
Q3 2020$14,000
+7.7%
1890.0%0.00%0.0%
Q2 2020$13,000
+8.3%
1890.0%0.00%0.0%
Q1 2020$12,000
-7.7%
1890.0%0.00%0.0%
Q4 2019$13,000
+8.3%
1890.0%0.00%0.0%
Q3 2019$12,000
-47.8%
189
-48.9%
0.00%
-40.0%
Q2 2019$23,0000.0%3700.0%0.01%0.0%
Q1 2019$23,0003700.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders