INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 212 filers reported holding ISHARES TR in Q2 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
Q2 2024$4,642
-13.3%
50
-23.1%
0.00%0.0%
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 Q2 2021
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 90,903$5,554,0004.29%
Ayalon Insurance Comp Ltd. 74,900$4,589,0003.30%
Newfound Research LLC 72,805$4,448,0003.24%
Hamilton Wealth, LLC 63,150$3,858,0003.06%
Richard Bernstein Advisors LLC 1,305,198$79,747,0002.59%
Crestone Asset Management LLC 90,381$5,522,0001.95%
FCA CORP /TX 57,805$3,532,0001.37%
EXENCIAL WEALTH ADVISORS, LLC 74,763$4,568,0001.08%
Cambria Investment Management, L.P. 102,970$6,291,0000.97%
Brinker Capital Investments, LLC 488,720$29,861,0000.95%
View complete list of ISHARES TR shareholders