PATRIOT INVESTMENT MANAGEMENT GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 257 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$479,958
-0.3%
5,170
+0.0%
0.04%0.0%
Q1 2024$481,410
-12.3%
5,168
-18.3%
0.04%
-19.1%
Q4 2023$548,774
+5.2%
6,328
+0.0%
0.05%
-2.1%
Q3 2023$521,446
-3.0%
6,3270.0%0.05%
+6.7%
Q2 2023$537,706
+2.0%
6,327
+0.0%
0.04%
-2.2%
Q1 2023$527,253
-0.9%
6,3250.0%0.05%0.0%
Q4 2022$532,123
+8.6%
6,325
-2.9%
0.05%
-9.8%
Q3 2022$490,000
-7.2%
6,5130.0%0.05%
-1.9%
Q2 2022$528,000
-7.4%
6,513
+0.0%
0.05%
+6.1%
Q1 2022$570,000
-3.1%
6,5120.0%0.05%
-2.0%
Q4 2021$588,000
+6.5%
6,512
-1.3%
0.05%0.0%
Q3 2021$552,000
+0.7%
6,5960.0%0.05%
-2.0%
Q2 2021$548,000
+7.9%
6,596
+0.0%
0.05%
+2.0%
Q1 2021$508,000
+0.8%
6,5940.0%0.05%
-34.2%
Q4 2020$504,000
+6.6%
6,594
+0.0%
0.08%
+35.7%
Q3 2020$473,000
-99.9%
6,5930.0%0.06%
-1.8%
Q2 2020$453,495,000
+112991.0%
6,593
+0.0%
0.06%
-6.6%
Q1 2020$401,000
-4.3%
6,591
+8.0%
0.06%
+13.0%
Q4 2019$419,000
+13.6%
6,101
+0.0%
0.05%
+5.9%
Q3 2019$369,000
+5.1%
6,100
+7.0%
0.05%
+4.1%
Q2 2019$351,000
-5.6%
5,700
-6.5%
0.05%
-10.9%
Q1 2019$372,0006,0980.06%
Other shareholders
ISHARES TR shareholders Q1 2023
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