BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,695,843
+112.5%
19,853
+112.1%
0.00%
Q2 2023$798,118
+3.3%
9,361
+3.6%
0.00%
Q4 2022$772,293
+8.3%
9,039
+0.3%
0.00%
Q3 2022$713,000
-9.5%
9,014
-6.0%
0.00%
Q2 2022$788,000
+3.3%
9,585
+11.4%
0.00%
Q1 2022$763,000
-7.4%
8,607
-5.3%
0.00%
Q4 2021$824,000
+22.3%
9,086
+14.1%
0.00%
Q3 2021$674,000
+6.6%
7,961
+5.2%
0.00%
Q2 2021$632,000
+147.8%
7,569
+129.1%
0.00%
Q1 2021$255,000
-1.9%
3,3040.0%0.00%
Q4 2020$260,000
+4.0%
3,304
-5.8%
0.00%
Q3 2020$250,000
-6.7%
3,506
-9.4%
0.00%
Q2 2020$268,000
+18.1%
3,871
+2.7%
0.00%
Q1 2020$227,000
-12.4%
3,7680.0%0.00%
Q4 2019$259,000
+151.5%
3,768
+123.9%
0.00%
Q3 2019$103,000
-1.0%
1,6830.0%0.00%
Q2 2019$104,000
-59.4%
1,683
-59.8%
0.00%
Q1 2019$256,000
+26.7%
4,183
+17.5%
0.00%
Q4 2018$202,000
+165.8%
3,560
+195.9%
0.00%
Q3 2018$76,000
-15.6%
1,203
-24.3%
0.00%
Q2 2018$90,000
+28.6%
1,590
+152.4%
0.00%
Q1 2018$70,000
-6.7%
630
-5.3%
0.00%
Q4 2017$75,000
-83.5%
665
-83.6%
0.00%
Q3 2017$455,000
-9.4%
4,050
-11.9%
0.00%
Q2 2017$502,000
+865.4%
4,595
+809.9%
0.00%
Q1 2017$52,000
-74.5%
505
-76.7%
0.00%
Q4 2016$204,000
-14.3%
2,165
-8.2%
0.00%
Q3 2016$238,000
-31.6%
2,359
-31.6%
0.00%
Q2 2016$348,000
-49.4%
3,449
-51.8%
0.00%
-100.0%
Q1 2016$688,000
-70.7%
7,151
-68.7%
0.00%
-66.7%
Q4 2015$2,345,000
-35.4%
22,864
-37.9%
0.00%
-40.0%
Q3 2015$3,628,000
-31.8%
36,844
-24.8%
0.01%
-16.7%
Q2 2015$5,323,000
+218.9%
48,963
+216.2%
0.01%
+200.0%
Q1 2015$1,669,000
+21.4%
15,487
+12.1%
0.00%0.0%
Q4 2014$1,375,000
-89.6%
13,810
-89.8%
0.00%
-86.7%
Q3 2014$13,183,000
+6.7%
134,933
+3.0%
0.02%
+7.1%
Q2 2014$12,352,000
+24.9%
130,958
+20.6%
0.01%
+7.7%
Q1 2014$9,891,000
+34.3%
108,600
+26.9%
0.01%
+30.0%
Q4 2013$7,366,000
+37.2%
85,563
+26.7%
0.01%
+25.0%
Q3 2013$5,367,000
+18.1%
67,531
+10.2%
0.01%0.0%
Q2 2013$4,546,00061,2540.01%
Other shareholders
ISHARES TR shareholders Q3 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