Cordatus Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
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