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 ↓ |
|---|---|---|---|
| CPR Investments Inc. | 39,744 | $3,275,700 | 3.52% |
| Richard Bernstein Advisors LLC | 1,789,400 | $147,482,400 | 3.29% |
| Clarity Wealth Advisors, LLC | 62,952 | $5,188,501 | 2.35% |
| Phoenix Holdings Ltd. | 1,256,000 | $103,519,520 | 1.90% |
| FCA CORP /TX | 51,311 | $4,229,018 | 1.58% |
| Ayalon Insurance Comp Ltd. | 36,790 | $3,032 | 1.28% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 29,439 | $2,426 | 1.27% |
| NOTTINGHAM ADVISORS, INC. | 102,746 | $7,473,953 | 1.16% |
| KM Capital Management Ltd. | 16,295 | $1,343,033 | 0.92% |
| Eldridge Investment Advisors, Inc. | 28,972 | $2,388 | 0.79% |