ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 135 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $264,000 | -57.1% | 3,834 | -61.9% | 0.08% | -59.1% |
| Q3 2019 | $615,000 | -17.9% | 10,071 | -17.9% | 0.20% | -17.8% |
| Q1 2019 | $749,000 | -58.2% | 12,262 | -61.3% | 0.25% | -61.2% |
| Q4 2018 | $1,793,000 | +17.1% | 31,645 | +30.1% | 0.64% | +30.3% |
| Q3 2018 | $1,531,000 | +30.9% | 24,317 | +133.8% | 0.49% | +26.4% |
| Q4 2017 | $1,170,000 | -1.9% | 10,401 | -1.9% | 0.39% | -4.2% |
| Q3 2017 | $1,193,000 | +2.2% | 10,604 | -0.6% | 0.40% | -1.0% |
| Q2 2017 | $1,167,000 | +52.7% | 10,672 | +43.5% | 0.41% | +44.8% |
| Q1 2017 | $764,000 | -32.8% | 7,437 | -34.1% | 0.28% | -36.9% |
| Q3 2016 | $1,137,000 | +126.5% | 11,286 | +127.2% | 0.44% | +116.0% |
| Q2 2016 | $502,000 | – | 4,968 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 28,773 | $2,477,000 | 20.01% |
| FCA CORP /TX | 36,515 | $3,144,000 | 1.82% |
| Kingfisher Capital LLC | 30,628 | $2,637,000 | 1.42% |
| BECK CAPITAL MANAGEMENT, LLC | 14,797 | $1,268,000 | 1.02% |
| EXENCIAL WEALTH ADVISORS, LLC | 15,828 | $1,405,000 | 0.64% |
| Financial Architects, Inc | 11,910 | $1,025,000 | 0.60% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,305 | $629,000 | 0.53% |
| East Coast Asset Management, LLC. | 9,711 | $836,000 | 0.49% |
| Arete Wealth Advisors, LLC | 5,703 | $491,000 | 0.48% |
| Stearns Financial Services Group | 13,340 | $1,149,000 | 0.45% |