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 2023 | $7,473,953 | -10.3% | 102,746 | +4.8% | 1.16% | +5.7% |
| Q2 2023 | $8,333,720 | -1.2% | 98,055 | -3.1% | 1.09% | -2.7% |
| Q1 2023 | $8,438,313 | +8.4% | 101,227 | +10.4% | 1.12% | +6.4% |
| Q4 2022 | $7,782,169 | +8.5% | 91,684 | -2.2% | 1.06% | +1.2% |
| Q4 2020 | $7,170,000 | -7.8% | 93,781 | -13.2% | 1.04% | +3.7% |
| Q3 2020 | $7,774,000 | +108.3% | 108,026 | +103.6% | 1.00% | +342.7% |
| Q2 2020 | $3,732,000 | – | 53,069 | – | 0.23% | – |
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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% |