ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 57 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,118,000 | -6.5% | 20,424 | +2.6% | 0.09% | -1.1% |
| Q2 2022 | $1,196,000 | -9.5% | 19,898 | -19.7% | 0.09% | -23.0% |
| Q2 2020 | $1,321,000 | +10.8% | 24,793 | +5.3% | 0.12% | -13.5% |
| Q1 2020 | $1,192,000 | -11.0% | 23,548 | +3.2% | 0.14% | -0.7% |
| Q4 2019 | $1,340,000 | +8.6% | 22,815 | +7.9% | 0.14% | +0.7% |
| Q3 2019 | $1,234,000 | +4.8% | 21,144 | -2.0% | 0.14% | +0.7% |
| Q2 2019 | $1,177,000 | +4.5% | 21,573 | +3.6% | 0.14% | +0.7% |
| Q1 2019 | $1,126,000 | – | 20,831 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 65,393 | $3,154,000 | 2.46% |
| WRAPMANAGER INC | 16,369 | $789,000 | 0.29% |
| NTV ASSET MANAGEMENT LLC | 13,900 | $670,000 | 0.21% |
| PICTET BANK & TRUST Ltd | 11,200 | $540,000 | 0.16% |
| Regal Investment Advisors LLC | 12,567 | $606,000 | 0.16% |
| Evanson Asset Management, LLC | 7,842 | $378,000 | 0.09% |
| Perigon Wealth Management, LLC | 7,340 | $354,000 | 0.08% |
| Brookstone Capital Management | 14,183 | $684,000 | 0.07% |
| East Coast Asset Management, LLC. | 4,191 | $202,000 | 0.06% |
| Liberty Capital Management, Inc. | 1,400 | $68,000 | 0.04% |