ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,890 | -13.8% | 4,500 | -11.1% | 0.00% | – |
| Q2 2023 | $430,219 | +12.0% | 5,062 | +1.7% | 0.00% | – |
| Q1 2021 | $384,000 | +53.6% | 4,979 | +101.0% | 0.00% | – |
| Q3 2016 | $250,000 | -13.5% | 2,477 | -13.4% | 0.00% | -100.0% |
| Q2 2016 | $289,000 | +9.9% | 2,859 | +11.6% | 0.00% | 0.0% |
| Q4 2015 | $263,000 | +4.0% | 2,562 | -0.3% | 0.00% | – |
| Q3 2015 | $253,000 | -13.9% | 2,569 | -4.9% | 0.00% | -100.0% |
| Q2 2015 | $294,000 | +13.5% | 2,700 | +12.5% | 0.00% | – |
| Q1 2015 | $259,000 | +23.9% | 2,400 | +14.3% | 0.00% | – |
| Q4 2014 | $209,000 | – | 2,100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 37,873 | $2,811,000 | 11.68% |
| FCA CORP /TX | 37,215 | $2,762,000 | 1.73% |
| Kingfisher Capital LLC | 32,775 | $2,432,000 | 1.33% |
| EXENCIAL WEALTH ADVISORS, LLC | 16,087 | $1,277,000 | 0.63% |
| Financial Architects, Inc | 11,025 | $820,000 | 0.60% |
| Stearns Financial Services Group | 14,047 | $1,042,000 | 0.47% |
| East Coast Asset Management, LLC. | 11,513 | $854,000 | 0.46% |
| NORTHERN CAPITAL MANAGEMENT LLC | 7,210 | $535,000 | 0.33% |
| Estate Counselors, LLC | 8,650 | $649,000 | 0.33% |
| Kistler-Tiffany Companies, LLC | 3,666 | $272,000 | 0.23% |