Blue Trust, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 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
Blue Trust, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60
+233.3%
705
+232.5%
0.00%
Q2 2023$18
-94.9%
212
-94.9%
0.00%
-100.0%
Q1 2023$351
+735.7%
4,136
+650.6%
0.01%
+500.0%
Q4 2022$42
-99.9%
551
+12.4%
0.00%0.0%
Q3 2022$40,000
+60.0%
490
+68.4%
0.00%
Q2 2022$25,0002910.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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