Cordatus Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 197 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cordatus Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$284
-99.9%
3,3380.0%0.11%
-59.8%
Q3 2022$252,000
-7.0%
3,3380.0%0.27%
+111.1%
Q2 2022$271,000
-7.2%
3,3380.0%0.13%
+22.3%
Q1 2022$292,000
-3.3%
3,3380.0%0.10%
+17.0%
Q4 2021$302,000
+17.5%
3,3380.0%0.09%
-11.1%
Q1 2021$257,000
+0.8%
3,3380.0%0.10%
-8.3%
Q4 2020$255,000
+6.2%
3,3380.0%0.11%
-6.1%
Q3 2020$240,000
+4.3%
3,3380.0%0.12%
-9.4%
Q2 2020$230,000
+13.3%
3,3380.0%0.13%
-13.0%
Q1 2020$203,000
-11.4%
3,3380.0%0.15%
+28.1%
Q4 2019$229,000
+12.3%
3,3380.0%0.11%
+6.5%
Q3 2019$204,000
-1.0%
3,3380.0%0.11%
-10.8%
Q2 2019$206,000
+1.0%
3,3380.0%0.12%
+7.1%
Q1 2019$204,0003,3380.11%
Other shareholders
ISHARES TR shareholders Q3 2020
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