ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,208,000 | -7.0% | 16,032 | +0.1% | 0.10% | -1.0% |
| Q2 2022 | $1,299,000 | -32.5% | 16,009 | -30.3% | 0.10% | -11.3% |
| Q3 2021 | $1,924,000 | +27.1% | 22,982 | +9.0% | 0.12% | -7.3% |
| Q3 2020 | $1,514,000 | +5.1% | 21,083 | +0.6% | 0.12% | -6.8% |
| Q2 2020 | $1,441,000 | +13.1% | 20,955 | +0.2% | 0.13% | -11.9% |
| Q1 2020 | $1,274,000 | -7.9% | 20,912 | +4.0% | 0.15% | +2.7% |
| Q4 2019 | $1,383,000 | +20.5% | 20,115 | +7.0% | 0.15% | +12.2% |
| Q3 2019 | $1,148,000 | -3.0% | 18,797 | -2.1% | 0.13% | -6.4% |
| Q2 2019 | $1,184,000 | +4.9% | 19,193 | +3.8% | 0.14% | 0.0% |
| Q1 2019 | $1,129,000 | +20.6% | 18,482 | +11.8% | 0.14% | +3.7% |
| Q4 2018 | $936,000 | – | 16,524 | – | 0.14% | – |
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% |