Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

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 Q4 2022
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