ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,757 | +6.4% | 10,759 | +9.7% | 0.01% | +8.3% |
| Q2 2023 | $833,667 | +8.3% | 9,809 | +6.2% | 0.01% | 0.0% |
| Q1 2023 | $769,746 | -4.3% | 9,234 | -2.6% | 0.01% | -14.3% |
| Q4 2022 | $804,578 | +9.8% | 9,479 | -2.6% | 0.01% | 0.0% |
| Q3 2022 | $733,000 | -9.6% | 9,732 | -2.7% | 0.01% | -6.7% |
| Q2 2022 | $811,000 | -2.9% | 10,000 | +4.9% | 0.02% | +7.1% |
| Q1 2022 | $835,000 | -2.8% | 9,532 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $859,000 | +1.4% | 9,505 | -6.1% | 0.01% | 0.0% |
| Q3 2021 | $847,000 | +2.0% | 10,119 | +1.3% | 0.01% | 0.0% |
| Q2 2021 | $830,000 | +2.2% | 9,989 | -5.3% | 0.01% | -17.6% |
| Q1 2021 | $812,000 | -4.4% | 10,543 | -5.0% | 0.02% | -10.5% |
| Q4 2020 | $849,000 | +146.1% | 11,099 | +130.8% | 0.02% | +111.1% |
| Q3 2020 | $345,000 | +0.6% | 4,808 | -3.6% | 0.01% | -10.0% |
| Q2 2020 | $343,000 | -59.0% | 4,987 | -63.7% | 0.01% | -66.7% |
| Q1 2020 | $837,000 | -20.0% | 13,727 | -9.7% | 0.03% | -3.2% |
| Q4 2019 | $1,046,000 | – | 15,209 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Danda Trouve Investment Management, Inc. | 47,824 | $3,975,000 | 4.72% |
| Hamilton Wealth, LLC | 83,119 | $6,909,000 | 3.22% |
| Clarity Wealth Advisors, LLC | 53,564 | $4,452,000 | 2.31% |
| FCA CORP /TX | 56,519 | $4,698,000 | 1.33% |
| ELCO Management Co., LLC | 10,058 | $836,000 | 0.62% |
| Richard Bernstein Advisors LLC | 330,591 | $27,478,000 | 0.57% |
| Marotta Asset Management | 27,286 | $2,284,384,000 | 0.55% |
| Slow Capital, Inc. | 33,776 | $2,807,000 | 0.53% |
| White Lighthouse Investment Management Inc. | 21,418 | $1,780,000 | 0.49% |
| Maltin Wealth Management, Inc. | 8,537 | $710,000 | 0.43% |