Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 210 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
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$307,000
-20.1%
4,072
-14.1%
0.03%
-20.9%
Q2 2022$384,000
-25.0%
4,738
-18.9%
0.04%
-14.0%
Q1 2022$512,000
-28.8%
5,840
-26.7%
0.05%
-27.5%
Q4 2021$719,000
-3.9%
7,965
-10.9%
0.07%
-13.8%
Q3 2021$748,000
-19.0%
8,935
-19.5%
0.08%
-17.5%
Q2 2021$923,000
-3.0%
11,102
-10.2%
0.10%
-14.2%
Q1 2021$952,000
+25.6%
12,359
+24.7%
0.11%
+18.9%
Q4 2020$758,000
+210.7%
9,910
+192.0%
0.10%
+163.9%
Q3 2020$244,000
+31.9%
3,394
-83.8%
0.04%
+1700.0%
Q3 2018$185,00020,9050.00%
Other shareholders
ISHARES TR shareholders Q2 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