ATTICUS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 56 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,990
-9.7%
1,0000.0%0.02%
-4.5%
Q2 2023$59,780
-1.1%
1,0000.0%0.02%
-4.3%
Q1 2023$60,440
+0.4%
1,0000.0%0.02%
-8.0%
Q4 2022$60,170
+0.3%
1,0000.0%0.02%
-13.8%
Q3 2022$60,0000.0%1,0000.0%0.03%
+16.0%
Q2 2022$60,000
-9.1%
1,0000.0%0.02%
+4.2%
Q1 2022$66,000
+1.5%
1,0000.0%0.02%
-4.0%
Q4 2021$65,000
+10.2%
1,0000.0%0.02%
-3.8%
Q3 2021$59,0000.0%1,0000.0%0.03%0.0%
Q2 2021$59,000
-3.3%
1,0000.0%0.03%
-10.3%
Q1 2021$61,000
+1.7%
1,0000.0%0.03%
-3.3%
Q4 2020$60,000
+7.1%
1,0000.0%0.03%
-9.1%
Q3 2020$56,000
-47.7%
1,000
-50.0%
0.03%
-53.5%
Q2 2020$107,000
+109.8%
2,000
+100.0%
0.07%
+73.2%
Q1 2020$51,000
-67.5%
1,000
-62.5%
0.04%
-59.0%
Q4 2019$157,0002,6700.10%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Cedar Brook Financial Partners, LLC 19,204$1,264,0000.33%
Ifrah Financial Services, Inc. 17,542$1,155,0000.32%
Slow Capital, Inc. 9,442$622,0000.12%
Family Firm, Inc. 6,120$403,0000.11%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 35,878$2,256,0000.09%
NTV ASSET MANAGEMENT LLC 4,900$323,0000.05%
Addison Advisors LLC 1,350$89,0000.05%
Evanson Asset Management, LLC 6,635$437,0000.04%
PICTET ASSET MANAGEMENT SA 488,000$32,130,0000.04%
KARLINSKI ANDREW C 284$19,0000.03%
View complete list of ISHARES TR shareholders