INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.

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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$23,000–370–0.01%–
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Other shareholders
ISHARES TR shareholders Q1 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