ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 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 2023 | $1,301 | +74.2% | 15,312 | +74.0% | 0.00% | +100.0% |
| Q4 2022 | $747 | -99.9% | 8,800 | +1.1% | 0.00% | 0.0% |
| Q4 2021 | $786,000 | +38.1% | 8,700 | +27.9% | 0.00% | 0.0% |
| Q3 2021 | $569,000 | +28.2% | 6,800 | +5.3% | 0.00% | – |
| Q4 2019 | $444,000 | -54.7% | 6,457 | -59.4% | 0.00% | -100.0% |
| Q2 2019 | $981,000 | +95.8% | 15,900 | +253.3% | 0.00% | – |
| Q2 2018 | $501,000 | 0.0% | 4,500 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $501,000 | +39.2% | 4,500 | +40.6% | 0.00% | – |
| Q4 2017 | $360,000 | – | 3,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 135,617 | $7,683,000 | 5.18% |
| Newfound Research LLC | 107,671 | $6,100,000 | 4.23% |
| Hamilton Wealth, LLC | 71,886 | $4,072,000 | 3.99% |
| Ayalon Insurance Comp Ltd. | 74,900 | $4,243,000 | 3.42% |
| Crestone Asset Management LLC | 85,140 | $4,823,000 | 1.81% |
| FCA CORP /TX | 58,226 | $3,299,000 | 1.48% |
| EXENCIAL WEALTH ADVISORS, LLC | 73,627 | $4,171,000 | 1.12% |
| Avestar Capital, LLC | 26,675 | $1,495,000 | 1.02% |
| Cambria Investment Management, L.P. | 101,800 | $5,767,000 | 0.98% |
| Brinker Capital Investments, LLC | 491,623 | $27,850,000 | 0.97% |