Newport Wealth Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 163 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
Newport Wealth Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$345,000
+0.9%
4,1200.0%0.21%
+5.6%
Q2 2021$342,000
+7.9%
4,1200.0%0.20%
+0.5%
Q1 2021$317,000
+7.1%
4,1200.0%0.20%
-11.3%
Q4 2020$296,000
+0.3%
4,1200.0%0.22%
+0.9%
Q3 2020$295,000
+4.2%
4,1200.0%0.22%
-14.7%
Q2 2020$283,000
-0.7%
4,120
-4.6%
0.26%
-3.7%
Q1 2020$285,000
-3.7%
4,3200.0%0.27%
+24.7%
Q4 2019$296,000
+12.1%
4,3200.0%0.22%
-10.8%
Q3 2019$264,000
-19.0%
4,320
-18.8%
0.24%
-19.7%
Q2 2019$326,000
+0.3%
5,3200.0%0.30%
-8.3%
Q1 2019$325,000
+6.2%
5,3200.0%0.33%
-22.1%
Q4 2018$306,000
-2.5%
5,3200.0%0.42%
+5.0%
Q3 2018$314,000
+4.7%
5,3200.0%0.40%
+15.3%
Q2 2018$300,000
+1.4%
5,320
+100.0%
0.35%
+49.6%
Q1 2018$296,000
-6.3%
2,6600.0%0.23%
+2.7%
Q4 2017$316,0002,6600.23%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 90,903$5,554,0004.29%
Ayalon Insurance Comp Ltd. 74,900$4,589,0003.30%
Newfound Research LLC 72,805$4,448,0003.24%
Hamilton Wealth, LLC 63,150$3,858,0003.06%
Richard Bernstein Advisors LLC 1,305,198$79,747,0002.59%
Crestone Asset Management LLC 90,381$5,522,0001.95%
FCA CORP /TX 57,805$3,532,0001.37%
EXENCIAL WEALTH ADVISORS, LLC 74,763$4,568,0001.08%
Cambria Investment Management, L.P. 102,970$6,291,0000.97%
Brinker Capital Investments, LLC 488,720$29,861,0000.95%
View complete list of ISHARES TR shareholders