ALTFEST L J & CO INC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 166 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,771
-99.2%
42,925
+641.6%
0.28%
+654.1%
Q1 2022$209,000
-90.8%
5,788
-93.1%
0.04%
-92.2%
Q3 2021$2,264,000
+26.7%
84,325
-22.6%
0.47%
-0.2%
Q3 2020$1,787,000
-14.3%
108,958
+2.1%
0.48%
-20.8%
Q2 2020$2,084,000
+32.0%
106,672
+14.1%
0.60%
+21.5%
Q1 2020$1,579,00093,4710.49%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Versant Capital Management, Inc 375,997$14,705,2614.38%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
WealthPLAN Partners, LLC 6,659$260,4330.03%
TOMPKINS FINANCIAL CORP 4,828$188,8230.02%
Anchor Investment Management, LLC 3,380$132,1810.02%
Diversified Trust Co 5,281$206,5390.01%
Peoples Bank/KS 150$5,8660.01%
Founders Capital Management 132$5,1630.00%
Pacifica Partners Inc. 168$6,5450.00%
Valued Wealth Advisors LLC 12$5050.00%
View complete list of ISHARES TR shareholders