Crescent Grove Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 239 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Crescent Grove Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,318,720
-3.0%
16,0000.0%0.16%
+12.3%
Q2 2023$1,359,840
+2.0%
16,0000.0%0.15%
-5.8%
Q1 2023$1,333,760
-1.8%
16,0000.0%0.16%
+9.9%
Q4 2022$1,358,080
+12.6%
16,0000.0%0.14%
+1.4%
Q3 2022$1,206,000
-7.1%
16,0000.0%0.14%
+1.5%
Q2 2022$1,298,000
-7.4%
16,0000.0%0.14%0.0%
Q1 2022$1,402,000
-3.0%
16,0000.0%0.14%
+0.7%
Q4 2021$1,445,000
+7.8%
16,0000.0%0.14%
-4.2%
Q3 2021$1,340,000
+0.8%
16,0000.0%0.14%
+1.4%
Q2 2021$1,330,000
+7.9%
16,0000.0%0.14%
-2.8%
Q1 2021$1,233,000
+0.8%
16,0000.0%0.14%
-10.0%
Q4 2020$1,223,000
+6.4%
16,0000.0%0.16%
-30.1%
Q3 2020$1,149,000
+4.5%
16,0000.0%0.23%
-1.7%
Q2 2020$1,100,00016,0000.23%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders