STIFEL FINANCIAL CORP - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,560,342
-3.6%
18,932
-0.6%
0.00%0.0%
Q2 2023$1,619,234
+10.3%
19,052
+8.2%
0.00%0.0%
Q1 2023$1,467,754
+2.5%
17,608
+4.4%
0.00%0.0%
Q4 2022$1,431,459
+159.8%
16,865
+130.6%
0.00%
+100.0%
Q3 2022$551,000
-5.8%
7,313
+1.5%
0.00%0.0%
Q2 2022$585,000
+9.8%
7,208
+18.4%
0.00%0.0%
Q1 2022$533,000
+3.5%
6,088
+7.0%
0.00%0.0%
Q4 2021$515,000
+12.2%
5,692
+3.8%
0.00%0.0%
Q3 2021$459,000
+13.6%
5,485
+12.8%
0.00%0.0%
Q2 2021$404,000
+0.2%
4,863
-7.1%
0.00%0.0%
Q1 2021$403,000
+11.9%
5,234
+11.1%
0.00%0.0%
Q4 2020$360,000
+50.6%
4,711
+41.2%
0.00%
Q3 2020$239,000
-5.5%
3,336
-9.2%
0.00%
-100.0%
Q2 2020$253,000
+19.3%
3,672
+5.8%
0.00%0.0%
Q1 2020$212,000
-51.3%
3,471
-45.2%
0.00%0.0%
Q4 2019$435,000
+54.8%
6,332
+37.9%
0.00%0.0%
Q3 2019$281,000
+10.6%
4,592
+11.8%
0.00%0.0%
Q2 2019$254,000
-2.3%
4,108
-3.3%
0.00%0.0%
Q1 2019$260,000
-40.1%
4,249
-44.5%
0.00%0.0%
Q4 2018$434,000
-62.8%
7,658
-58.7%
0.00%
-66.7%
Q3 2018$1,167,000
+9.7%
18,543
-1.7%
0.00%0.0%
Q2 2018$1,064,000
+63.4%
18,871
+222.4%
0.00%
+50.0%
Q1 2018$651,0005,8540.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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