ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,847 | -3.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $29,747 | -4.8% | 350 | -6.7% | 0.00% | 0.0% |
| Q1 2023 | $31,260 | -7.9% | 375 | -6.2% | 0.00% | -50.0% |
| Q4 2022 | $33,952 | +13.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -6.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | -8.6% | 400 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $35,000 | -51.4% | 400 | -50.0% | 0.00% | 0.0% |
| Q4 2021 | $72,000 | +118.2% | 800 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $33,000 | -2.9% | 400 | -3.6% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +6.2% | 415 | -1.2% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | 0.0% | 420 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $32,000 | 0.0% | 420 | -6.7% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | 0.0% | 450 | -3.2% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 465 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -36.4% | 465 | -40.0% | 0.00% | -50.0% |
| Q2 2018 | $44,000 | – | 775 | – | 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% |