ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 110 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $431,000 | +2.1% | 6,007 | -2.1% | 0.48% | +95.1% |
| Q2 2020 | $422,000 | -7.5% | 6,137 | -18.0% | 0.25% | -19.6% |
| Q1 2020 | $456,000 | -17.1% | 7,483 | -6.4% | 0.31% | +15.5% |
| Q4 2019 | $550,000 | +12.2% | 7,996 | -0.3% | 0.26% | +6.9% |
| Q3 2019 | $490,000 | -1.6% | 8,022 | -0.6% | 0.25% | -9.2% |
| Q2 2019 | $498,000 | -1.2% | 8,071 | -2.2% | 0.27% | +0.7% |
| Q1 2019 | $504,000 | +9.1% | 8,249 | +1.2% | 0.27% | +1.1% |
| Q4 2018 | $462,000 | -4.9% | 8,148 | +5.7% | 0.27% | +54.0% |
| Q3 2018 | $486,000 | +11.2% | 7,711 | -0.4% | 0.17% | +3.6% |
| Q2 2018 | $437,000 | +4.8% | 7,742 | +106.8% | 0.17% | +68.0% |
| Q1 2018 | $417,000 | -4.6% | 3,743 | -3.6% | 0.10% | -4.8% |
| Q4 2017 | $437,000 | -5.8% | 3,881 | -5.9% | 0.10% | -4.5% |
| Q3 2017 | $464,000 | +2.7% | 4,124 | -0.2% | 0.11% | -0.9% |
| Q2 2017 | $452,000 | -0.4% | 4,132 | -6.5% | 0.11% | -1.8% |
| Q1 2017 | $454,000 | +1.1% | 4,421 | -6.6% | 0.11% | -6.6% |
| Q4 2016 | $449,000 | -13.3% | 4,733 | -7.9% | 0.12% | -16.6% |
| Q3 2016 | $518,000 | +25.4% | 5,139 | +25.6% | 0.14% | +150.0% |
| Q2 2016 | $413,000 | -7.2% | 4,091 | -11.4% | 0.06% | -3.3% |
| Q1 2016 | $445,000 | -16.7% | 4,619 | -11.3% | 0.06% | -14.3% |
| Q4 2015 | $534,000 | -6.8% | 5,205 | -10.6% | 0.07% | -23.9% |
| Q3 2015 | $573,000 | -8.6% | 5,823 | +1.0% | 0.09% | +2.2% |
| Q2 2015 | $627,000 | -3.2% | 5,768 | -4.1% | 0.09% | -36.6% |
| Q1 2015 | $648,000 | +3.5% | 6,013 | -4.4% | 0.14% | -0.7% |
| Q4 2014 | $626,000 | -4.7% | 6,290 | -6.4% | 0.14% | +10.9% |
| Q3 2014 | $657,000 | -21.2% | 6,718 | -23.9% | 0.13% | -9.8% |
| Q2 2014 | $834,000 | -1.7% | 8,833 | -5.2% | 0.14% | +3.6% |
| Q1 2014 | $848,000 | +2.3% | 9,315 | -3.2% | 0.14% | -2.1% |
| Q4 2013 | $829,000 | +9.2% | 9,627 | +0.8% | 0.14% | -6.0% |
| Q3 2013 | $759,000 | 0.0% | 9,553 | -6.6% | 0.15% | -3.2% |
| Q2 2013 | $759,000 | – | 10,230 | – | 0.16% | – |
Download | ||||||
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% |