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 | $476 | -3.8% | 5,770 | -1.0% | 0.03% | +3.3% |
| Q2 2023 | $495 | +39.8% | 5,827 | +37.3% | 0.03% | +30.4% |
| Q1 2023 | $354 | +37.7% | 4,244 | +40.4% | 0.02% | +35.3% |
| Q4 2022 | $257 | -99.9% | 3,023 | +0.3% | 0.02% | +6.2% |
| Q3 2022 | $227,000 | -13.0% | 3,013 | -6.4% | 0.02% | -11.1% |
| Q2 2022 | $261,000 | -38.7% | 3,218 | -53.8% | 0.02% | -50.0% |
| Q1 2019 | $426,000 | -10.1% | 6,970 | -16.7% | 0.04% | -21.7% |
| Q4 2018 | $474,000 | -17.1% | 8,370 | +64.8% | 0.05% | -14.8% |
| Q4 2017 | $572,000 | -0.7% | 5,080 | -0.8% | 0.05% | -10.0% |
| Q3 2017 | $576,000 | – | 5,120 | – | 0.06% | – |
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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% |