Danda Trouve Investment Management, Inc. - 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
Danda Trouve Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,728,000
-8.1%
49,479
-1.0%
6.89%
+10.4%
Q2 2022$4,056,000
-5.5%
49,989
+2.1%
6.24%
+16.4%
Q1 2022$4,290,000
-1.9%
48,965
+1.2%
5.37%
+8.3%
Q4 2021$4,373,000
+7.4%
48,401
-0.5%
4.95%
+0.9%
Q3 2021$4,072,000
+2.4%
48,628
+1.7%
4.91%
+4.0%
Q2 2021$3,975,000
+0.2%
47,824
-7.1%
4.72%
-3.3%
Q1 2021$3,966,000
+1.1%
51,466
+0.3%
4.88%
+2.0%
Q4 2020$3,924,000
+8.9%
51,333
+2.3%
4.79%
-2.5%
Q3 2020$3,603,000
+1.1%
50,174
-3.1%
4.91%
-8.9%
Q2 2020$3,563,000
+13.9%
51,802
+0.9%
5.39%
-17.0%
Q1 2020$3,129,000
-15.2%
51,340
-4.3%
6.49%
+22.3%
Q4 2019$3,688,00053,6515.31%
Other shareholders
ISHARES TR shareholders Q2 2022
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