ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,475,000 | +23.6% | 139,022 | +33.1% | 0.02% | +33.3% |
| Q2 2022 | $8,476,000 | -7.8% | 104,462 | -0.4% | 0.01% | +9.1% |
| Q1 2022 | $9,191,000 | -11.8% | 104,888 | -9.1% | 0.01% | -15.4% |
| Q4 2021 | $10,422,000 | +166.5% | 115,366 | +146.9% | 0.01% | +160.0% |
| Q3 2021 | $3,911,000 | +2754.7% | 46,728 | +2742.3% | 0.01% | – |
| Q2 2021 | $137,000 | -89.7% | 1,644 | -90.5% | 0.00% | -100.0% |
| Q1 2021 | $1,336,000 | +89.8% | 17,335 | +88.1% | 0.00% | +100.0% |
| Q4 2020 | $704,000 | +114.0% | 9,214 | +101.4% | 0.00% | 0.0% |
| Q3 2020 | $329,000 | -85.4% | 4,575 | -86.0% | 0.00% | -80.0% |
| Q2 2020 | $2,251,000 | -41.8% | 32,723 | -41.8% | 0.01% | -37.5% |
| Q4 2019 | $3,866,000 | -32.3% | 56,239 | -39.8% | 0.01% | -33.3% |
| Q3 2019 | $5,711,000 | -30.1% | 93,483 | -29.4% | 0.01% | -33.3% |
| Q2 2019 | $8,174,000 | – | 132,461 | – | 0.02% | – |
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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% |