ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 197 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,943,159 | -2.7% | 47,842 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $4,053,195 | +0.6% | 47,690 | -1.4% | 0.00% | -25.0% |
| Q1 2023 | $4,030,604 | -1.9% | 48,352 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $4,107,873 | +12.0% | 48,396 | -0.6% | 0.00% | 0.0% |
| Q3 2022 | $3,668,000 | -6.7% | 48,682 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $3,932,000 | -9.1% | 48,456 | -1.9% | 0.00% | 0.0% |
| Q1 2022 | $4,327,000 | -2.3% | 49,388 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $4,431,000 | +14.8% | 49,047 | +6.4% | 0.00% | +33.3% |
| Q3 2021 | $3,859,000 | +11.2% | 46,093 | +10.4% | 0.00% | 0.0% |
| Q2 2021 | $3,470,000 | +22.0% | 41,750 | +13.1% | 0.00% | 0.0% |
| Q1 2021 | $2,845,000 | -1.7% | 36,913 | -2.5% | 0.00% | 0.0% |
| Q4 2020 | $2,894,000 | +4.6% | 37,861 | -1.7% | 0.00% | 0.0% |
| Q3 2020 | $2,767,000 | -35.4% | 38,532 | -38.2% | 0.00% | -50.0% |
| Q2 2020 | $4,285,000 | +16.1% | 62,305 | +2.9% | 0.01% | 0.0% |
| Q1 2020 | $3,691,000 | -13.1% | 60,569 | -1.9% | 0.01% | +20.0% |
| Q4 2019 | $4,245,000 | +10.5% | 61,741 | -1.8% | 0.01% | 0.0% |
| Q3 2019 | $3,842,000 | -9.6% | 62,891 | -8.7% | 0.01% | -16.7% |
| Q2 2019 | $4,249,000 | -38.7% | 68,851 | -39.3% | 0.01% | -45.5% |
| Q1 2019 | $6,932,000 | +10.1% | 113,446 | +2.1% | 0.01% | 0.0% |
| Q4 2018 | $6,296,000 | -9.6% | 111,140 | +0.5% | 0.01% | 0.0% |
| Q3 2018 | $6,965,000 | +13.0% | 110,593 | +1.3% | 0.01% | +10.0% |
| Q2 2018 | $6,162,000 | -25.1% | 109,184 | +47.8% | 0.01% | -33.3% |
| Q1 2018 | $8,226,000 | +61.4% | 73,884 | +63.1% | 0.02% | +66.7% |
| Q4 2017 | $5,098,000 | +83.2% | 45,303 | +83.1% | 0.01% | +50.0% |
| Q3 2017 | $2,782,000 | +9.1% | 24,740 | +6.1% | 0.01% | 0.0% |
| Q2 2017 | $2,549,000 | +1.2% | 23,308 | -4.9% | 0.01% | 0.0% |
| Q1 2017 | $2,520,000 | -1.8% | 24,517 | -9.4% | 0.01% | -14.3% |
| Q4 2016 | $2,565,000 | +488.3% | 27,049 | +525.6% | 0.01% | +600.0% |
| Q3 2016 | $436,000 | +16.6% | 4,324 | +16.6% | 0.00% | 0.0% |
| Q2 2016 | $374,000 | +2.7% | 3,707 | -1.9% | 0.00% | 0.0% |
| Q1 2016 | $364,000 | -71.1% | 3,779 | -72.7% | 0.00% | -88.9% |
| Q1 2014 | $1,260,000 | +6.5% | 13,832 | +0.7% | 0.01% | 0.0% |
| Q4 2013 | $1,183,000 | +11.6% | 13,741 | +3.1% | 0.01% | 0.0% |
| Q3 2013 | $1,060,000 | +23.8% | 13,334 | +15.5% | 0.01% | +12.5% |
| Q2 2013 | $856,000 | – | 11,544 | – | 0.01% | – |
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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% |