TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 239 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$160.0%1900.0%0.01%0.0%
Q2 2023$160.0%1900.0%0.01%0.0%
Q1 2023$160.0%1900.0%0.01%0.0%
Q4 2022$16
-99.9%
1900.0%0.01%
-14.3%
Q3 2022$14,000
-6.7%
1900.0%0.01%
+16.7%
Q2 2022$15,000
-11.8%
1900.0%0.01%0.0%
Q1 2022$17,0000.0%1900.0%0.01%0.0%
Q4 2021$17,000
+6.2%
1900.0%0.01%0.0%
Q3 2021$16,0000.0%1900.0%0.01%0.0%
Q2 2021$16,000
+6.7%
1900.0%0.01%
-25.0%
Q1 2021$15,0000.0%1900.0%0.01%0.0%
Q4 2020$15,000
+7.1%
1900.0%0.01%0.0%
Q3 2020$14,000
+7.7%
1900.0%0.01%
-11.1%
Q2 2020$13,000
+8.3%
1900.0%0.01%
-18.2%
Q1 2020$12,000
-7.7%
1900.0%0.01%
+10.0%
Q4 2019$13,000
+8.3%
1900.0%0.01%
+11.1%
Q3 2019$12,0000.0%1900.0%0.01%
-10.0%
Q2 2019$12,0000.0%1900.0%0.01%0.0%
Q1 2019$12,0001900.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders