ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 272 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $357,155 | -0.3% | 3,847 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $358,348 | +7.4% | 3,847 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $333,612 | -4.3% | 3,847 | -6.2% | 0.01% | -14.3% |
| Q3 2023 | $348,544 | 0.0% | 4,101 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $348,544 | +2.0% | 4,101 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $341,859 | -4.7% | 4,101 | -3.0% | 0.01% | -11.1% |
| Q4 2022 | $358,703 | +12.8% | 4,226 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $318,000 | -7.3% | 4,226 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $343,000 | -7.3% | 4,226 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $370,000 | – | 4,226 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Danda Trouve Investment Management, Inc. | 48,628 | $4,072,000 | 4.91% |
| Hamilton Wealth, LLC | 83,931 | $7,028,000 | 3.23% |
| Clarity Wealth Advisors, LLC | 56,147 | $4,701,000 | 2.32% |
| FCA CORP /TX | 56,694 | $4,747,000 | 1.43% |
| Anfield Capital Management, LLC | 23,743 | $3,147,000 | 0.98% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 56,177 | $4,704,000 | 0.72% |
| ELCO Management Co., LLC | 9,958 | $834,000 | 0.64% |
| Richard Bernstein Advisors LLC | 354,625 | $29,692,000 | 0.60% |
| Marotta Asset Management | 26,867 | $2,249,574,000 | 0.54% |
| Slow Capital, Inc. | 33,558 | $2,810,000 | 0.52% |