ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 145 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,226,000 | +7.9% | 52,794 | 0.0% | 0.07% | +7.7% |
| Q4 2018 | $2,991,000 | -10.0% | 52,794 | 0.0% | 0.06% | +14.0% |
| Q3 2018 | $3,325,000 | +11.6% | 52,794 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $2,980,000 | +2.9% | 52,794 | +103.1% | 0.06% | +9.6% |
| Q1 2018 | $2,895,000 | -2.5% | 25,997 | -1.5% | 0.05% | +4.0% |
| Q4 2017 | $2,970,000 | +0.0% | 26,397 | 0.0% | 0.05% | -12.3% |
| Q3 2017 | $2,969,000 | +2.8% | 26,397 | 0.0% | 0.06% | +3.6% |
| Q2 2017 | $2,887,000 | +640.3% | 26,397 | +510.2% | 0.06% | +2650.0% |
| Q1 2014 | $390,000 | – | 4,326 | – | 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% |