ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,654 | -8.6% | 44,339 | -5.8% | 0.01% | 0.0% |
| Q2 2023 | $4,000 | -3.4% | 47,067 | -5.3% | 0.01% | -17.6% |
| Q1 2023 | $4,142 | -13.3% | 49,690 | -11.7% | 0.02% | -10.5% |
| Q4 2022 | $4,776 | -99.8% | 56,265 | +45.1% | 0.02% | +46.2% |
| Q3 2022 | $2,922,000 | -8.8% | 38,784 | -2.2% | 0.01% | -7.1% |
| Q2 2022 | $3,204,000 | -2.0% | 39,672 | +6.4% | 0.01% | 0.0% |
| Q1 2022 | $3,268,000 | -11.7% | 37,294 | -9.0% | 0.01% | 0.0% |
| Q4 2021 | $3,700,000 | +6.6% | 40,960 | -1.2% | 0.01% | -6.7% |
| Q3 2021 | $3,470,000 | +11.3% | 41,443 | +10.5% | 0.02% | +7.1% |
| Q2 2021 | $3,117,000 | +6.3% | 37,505 | -1.4% | 0.01% | 0.0% |
| Q1 2021 | $2,932,000 | -4.1% | 38,051 | -4.8% | 0.01% | -6.7% |
| Q4 2020 | $3,057,000 | +6.6% | 39,985 | +0.1% | 0.02% | -6.2% |
| Q3 2020 | $2,868,000 | +1.2% | 39,932 | -3.1% | 0.02% | -11.1% |
| Q2 2020 | $2,834,000 | +14.0% | 41,206 | +1.1% | 0.02% | -10.0% |
| Q1 2020 | $2,485,000 | -10.5% | 40,774 | +0.9% | 0.02% | +11.1% |
| Q4 2019 | $2,777,000 | +10.3% | 40,399 | -2.0% | 0.02% | 0.0% |
| Q3 2019 | $2,517,000 | -0.3% | 41,204 | +0.7% | 0.02% | -5.3% |
| Q2 2019 | $2,525,000 | +0.3% | 40,913 | -0.7% | 0.02% | -9.5% |
| Q1 2019 | $2,517,000 | +5.2% | 41,202 | -2.4% | 0.02% | -8.7% |
| Q4 2018 | $2,392,000 | -13.0% | 42,225 | -3.3% | 0.02% | -4.2% |
| Q3 2018 | $2,750,000 | +11.9% | 43,664 | +0.3% | 0.02% | 0.0% |
| Q2 2018 | $2,457,000 | +8.6% | 43,538 | +114.2% | 0.02% | +4.3% |
| Q1 2018 | $2,263,000 | +1.7% | 20,322 | +2.8% | 0.02% | 0.0% |
| Q4 2017 | $2,225,000 | +2.3% | 19,775 | +2.2% | 0.02% | -8.0% |
| Q3 2017 | $2,175,000 | +3.2% | 19,342 | +0.3% | 0.02% | -3.8% |
| Q2 2017 | $2,108,000 | +8.0% | 19,277 | +1.6% | 0.03% | 0.0% |
| Q1 2017 | $1,951,000 | +0.3% | 18,977 | -7.5% | 0.03% | -10.3% |
| Q4 2016 | $1,945,000 | -3.6% | 20,517 | +2.4% | 0.03% | -19.4% |
| Q3 2016 | $2,018,000 | -53.5% | 20,028 | -53.4% | 0.04% | -59.6% |
| Q2 2016 | $4,342,000 | +156.9% | 42,992 | +145.0% | 0.09% | +102.3% |
| Q1 2016 | $1,690,000 | -10.6% | 17,550 | -4.7% | 0.04% | -10.2% |
| Q4 2015 | $1,890,000 | +12.0% | 18,416 | +7.4% | 0.05% | +2.1% |
| Q3 2015 | $1,688,000 | -99.9% | 17,146 | +16.3% | 0.05% | +41.2% |
| Q2 2015 | $1,603,507,000 | +110106.7% | 14,749 | +9.3% | 0.03% | +25.9% |
| Q1 2015 | $1,455,000 | -99.9% | 13,497 | +1.8% | 0.03% | +3.8% |
| Q4 2014 | $1,319,867,000 | +16.2% | 13,257 | +14.1% | 0.03% | +8.3% |
| Q3 2014 | $1,135,567,000 | +2.2% | 11,623 | -1.3% | 0.02% | 0.0% |
| Q2 2014 | $1,111,396,000 | +4.1% | 11,782 | +0.5% | 0.02% | -7.7% |
| Q1 2014 | $1,067,431,000 | +3.8% | 11,721 | -1.8% | 0.03% | -3.7% |
| Q4 2013 | $1,027,862,000 | +7.1% | 11,938 | -1.2% | 0.03% | -6.9% |
| Q3 2013 | $959,839,000 | – | 12,078 | – | 0.03% | – |
Download | ||||||
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% |