ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $56,281 | +5.2% | 649 | 0.0% | 0.00% | -20.0% |
Q3 2023 | $53,491 | -3.0% | 649 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $55,159 | +230.8% | 649 | +224.5% | 0.01% | +400.0% |
Q1 2023 | $16,672 | -1.8% | 200 | 0.0% | 0.00% | -50.0% |
Q4 2022 | $16,976 | +13.2% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $15,000 | -6.2% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $16,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $17,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $17,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $14,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $14,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $12,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $14,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $11,000 | -15.4% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $13,000 | +18.2% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $11,000 | 0.0% | 200 | +100.0% | 0.00% | 0.0% |
Q1 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $10,000 | – | 100 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trident Investment Management, LLC | 37,873 | $2,811,000 | 11.68% |
FCA CORP /TX | 37,215 | $2,762,000 | 1.73% |
Kingfisher Capital LLC | 32,775 | $2,432,000 | 1.33% |
EXENCIAL WEALTH ADVISORS, LLC | 16,087 | $1,277,000 | 0.63% |
Financial Architects, Inc | 11,025 | $820,000 | 0.60% |
Stearns Financial Services Group | 14,047 | $1,042,000 | 0.47% |
East Coast Asset Management, LLC. | 11,513 | $854,000 | 0.46% |
NORTHERN CAPITAL MANAGEMENT LLC | 7,210 | $535,000 | 0.33% |
Estate Counselors, LLC | 8,650 | $649,000 | 0.33% |
Kistler-Tiffany Companies, LLC | 3,666 | $272,000 | 0.23% |