White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 162 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 934.50 and the average weighting 0.1%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,714,089
-3.0%
20,7970.0%0.42%
-1.4%
Q2 2023$1,767,537
+1.3%
20,797
-0.6%
0.42%
-3.9%
Q1 2023$1,744,475
-1.8%
20,9270.0%0.44%
-9.1%
Q4 2022$1,776,284
+11.4%
20,927
-1.1%
0.48%
+4.1%
Q3 2022$1,594,000
-7.2%
21,152
-0.0%
0.46%
-5.5%
Q2 2022$1,717,000
-6.8%
21,160
+0.6%
0.49%
+4.7%
Q1 2022$1,843,000
-4.8%
21,038
-1.8%
0.47%
-2.7%
Q4 2021$1,935,000
+7.9%
21,4180.0%0.48%
+0.2%
Q3 2021$1,793,000
+0.7%
21,4180.0%0.48%
-1.4%
Q2 2021$1,780,000
+6.4%
21,418
-1.3%
0.49%
-4.7%
Q1 2021$1,673,000
-1.6%
21,708
-2.4%
0.51%
-5.7%
Q4 2020$1,700,000
+6.4%
22,2430.0%0.54%
-1.8%
Q3 2020$1,597,000
+2.7%
22,243
-1.6%
0.55%
-3.2%
Q2 2020$1,555,000
+9.0%
22,614
-3.4%
0.57%
-4.4%
Q1 2020$1,427,000
-12.7%
23,414
-1.5%
0.60%
-0.5%
Q4 2019$1,635,000
+12.0%
23,782
-0.5%
0.60%
+2.0%
Q3 2019$1,460,000
+2.3%
23,907
+3.4%
0.59%
-1.3%
Q2 2019$1,427,000
+0.1%
23,132
-0.8%
0.60%
-8.9%
Q1 2019$1,425,000
+7.5%
23,322
-0.4%
0.65%
-10.2%
Q4 2018$1,326,000
-10.5%
23,412
-0.5%
0.73%
-3.7%
Q3 2018$1,482,000
+10.6%
23,532
-0.9%
0.76%
+2.7%
Q2 2018$1,340,000
-3.5%
23,742
+90.4%
0.74%
-7.5%
Q1 2018$1,389,000
-4.8%
12,471
-3.9%
0.80%
-5.0%
Q4 2017$1,459,00012,9710.84%
Other shareholders
ISHARES TR shareholders Q1 2018
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