Cape Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,385
-13.7%
58
-13.4%
0.00%
-33.3%
Q1 2024$6,241
+7.4%
670.0%0.00%0.0%
Q4 2023$5,810
-88.7%
67
-89.2%
0.00%
-89.7%
Q3 2023$51,348
-3.0%
6230.0%0.03%
-3.3%
Q2 2023$52,949
+2.0%
6230.0%0.03%
-6.2%
Q1 2023$51,9336230.03%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
FCA CORP /TX 33,516$3,300,0001.92%
ASSETMARK, INC 1,356,884$133,612,0001.39%
EXENCIAL WEALTH ADVISORS, LLC 20,942$2,062,0001.01%
JUNCTURE WEALTH STRATEGIES, LLC 12,576$1,238,0001.00%
BECK CAPITAL MANAGEMENT, LLC 13,238$1,321,0000.92%
NIEMANN CAPITAL MANAGEMENT INC 5,260$518,0000.79%
Financial Architects, Inc 16,555$1,630,0000.69%
Cambria Investment Management, L.P. 17,043$1,678,0000.65%
MERIDIAN INVESTMENT COUNSEL INC. 7,205$709,0000.58%
East Coast Asset Management, LLC. 8,690$856,0000.53%
View complete list of ISHARES TR shareholders