Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 109 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$673,000
-4.7%
10,832
-0.7%
0.04%0.0%
Q4 2021$706,000
+6.2%
10,911
-1.6%
0.04%
-2.2%
Q3 2021$665,000
-8.5%
11,086
+5.4%
0.04%
-8.2%
Q2 2021$727,000
-0.4%
10,517
-5.5%
0.05%
-5.8%
Q1 2021$730,000
+0.1%
11,126
-2.9%
0.05%
+4.0%
Q4 2020$729,000
+3.4%
11,455
-10.1%
0.05%
-16.7%
Q3 2020$705,000
+34.5%
12,735
+26.5%
0.06%
+20.0%
Q2 2020$524,000
-16.2%
10,068
-23.0%
0.05%
-43.8%
Q1 2020$625,00013,0800.09%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 95,674$4,386,0002.55%
Richard Bernstein Advisors LLC 1,453,145$94,063,0001.82%
Capricorn Fund Managers Ltd 80,160$5,189,0001.46%
Money Design Co.,Ltd. 370,550$11,956,9450.96%
Interchange Capital Partners, LLC 10,727$694,0000.70%
Intelligent Financial Strategies 11,771$762,0000.68%
Slow Capital, Inc. 49,032$3,174,0000.54%
ALTFEST L J & CO INC 31,959$2,069,0000.40%
Darrow Company, Inc. 6,463$418,0000.37%
RESOLUTE FINANCIAL, LLC 7,437$481,0000.36%
View complete list of ISHARES TR shareholders