Marotta Asset Management - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 215 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Marotta Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,140,163
+5.2%
24,6790.0%0.46%
-2.3%
Q3 2023$2,034,043
-3.0%
24,6790.0%0.47%
+0.6%
Q2 2023$2,097,468
-0.8%
24,679
-0.9%
0.47%
-8.1%
Q4 2022$2,114,700
-99.9%
24,914
-1.5%
0.51%
+2.4%
Q3 2022$1,905,903,000
-11.1%
25,294
-3.3%
0.50%
-5.9%
Q2 2022$2,144,007,000
-7.8%
26,156
-1.5%
0.53%
-2.4%
Q1 2022$2,325,873,000
-3.4%
26,545
-0.4%
0.54%
-0.7%
Q4 2021$2,407,290,000
+7.0%
26,647
-0.8%
0.54%
+0.2%
Q3 2021$2,249,574,000
-1.5%
26,867
-1.5%
0.54%
-0.7%
Q2 2021$2,284,384,000
+7.9%
27,286
-0.6%
0.55%
+1.3%
Q1 2021$2,116,644,000
+0.8%
27,439
-0.1%
0.54%
-2.3%
Q4 2020$2,099,776,000
+4.3%
27,466
-2.0%
0.55%
-9.3%
Q3 2020$2,013,330,000
+2.2%
28,033
-2.1%
0.61%
-3.3%
Q2 2020$1,969,653,000
+13.6%
28,637
-3.0%
0.63%
-5.4%
Q1 2020$1,734,059,000
-15.5%
29,536
-1.8%
0.67%
+6.4%
Q4 2019$2,052,194,00030,0820.63%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders