ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,334,825 | +2.1% | 27,472 | +0.1% | 0.35% | -4.1% |
| Q1 2023 | $2,287,493 | -5.7% | 27,441 | -4.0% | 0.37% | -8.9% |
| Q4 2022 | $2,425,541 | +12.7% | 28,576 | +0.1% | 0.40% | +7.2% |
| Q3 2022 | $2,152,000 | -11.9% | 28,555 | +2.4% | 0.38% | +7.4% |
| Q1 2022 | $2,443,000 | -10.1% | 27,882 | -7.3% | 0.35% | -4.6% |
| Q4 2021 | $2,716,000 | +9.3% | 30,064 | +1.2% | 0.37% | +1.7% |
| Q3 2021 | $2,486,000 | +0.7% | 29,695 | 0.0% | 0.36% | +1.4% |
| Q2 2021 | $2,468,000 | +8.5% | 29,695 | +0.6% | 0.36% | 0.0% |
| Q1 2021 | $2,274,000 | -0.6% | 29,507 | -1.4% | 0.36% | -15.8% |
| Q4 2020 | $2,287,000 | +6.5% | 29,914 | +0.1% | 0.42% | -10.6% |
| Q3 2020 | $2,147,000 | +4.4% | 29,897 | 0.0% | 0.47% | 0.0% |
| Q2 2020 | $2,056,000 | +14.3% | 29,897 | +1.3% | 0.47% | -4.1% |
| Q1 2020 | $1,799,000 | -12.5% | 29,525 | -1.2% | 0.49% | +11.0% |
| Q4 2019 | $2,055,000 | +15.4% | 29,894 | +2.6% | 0.44% | +6.7% |
| Q3 2019 | $1,781,000 | -2.0% | 29,146 | -1.0% | 0.42% | +22.7% |
| Q2 2019 | $1,817,000 | +2.0% | 29,441 | +1.0% | 0.34% | +11.9% |
| Q1 2019 | $1,781,000 | +14.3% | 29,146 | +6.0% | 0.30% | +1.3% |
| Q4 2018 | $1,558,000 | -7.4% | 27,498 | +2.9% | 0.30% | +9.1% |
| Q3 2018 | $1,682,000 | +11.5% | 26,714 | 0.0% | 0.27% | +1.9% |
| Q2 2018 | $1,508,000 | +3.1% | 26,714 | +103.2% | 0.27% | -5.9% |
| Q1 2018 | $1,463,000 | +0.1% | 13,144 | +1.2% | 0.29% | +17.2% |
| Q4 2017 | $1,461,000 | -3.6% | 12,984 | -3.7% | 0.24% | -9.6% |
| Q3 2017 | $1,516,000 | +5.9% | 13,480 | +3.0% | 0.27% | +5.1% |
| Q2 2017 | $1,431,000 | +4.8% | 13,083 | -1.5% | 0.26% | +6.2% |
| Q1 2017 | $1,365,000 | +6.1% | 13,283 | -2.0% | 0.24% | -19.9% |
| Q4 2016 | $1,286,000 | -15.9% | 13,558 | -10.7% | 0.30% | -26.5% |
| Q3 2016 | $1,530,000 | -2.8% | 15,183 | -2.6% | 0.41% | -7.4% |
| Q2 2016 | $1,574,000 | +1.6% | 15,583 | -3.1% | 0.44% | -19.9% |
| Q1 2016 | $1,549,000 | -7.9% | 16,083 | -1.8% | 0.55% | -17.7% |
| Q4 2015 | $1,681,000 | +3.1% | 16,383 | -1.0% | 0.67% | -2.2% |
| Q3 2015 | $1,630,000 | -10.5% | 16,555 | -1.2% | 0.69% | +5.0% |
| Q2 2015 | $1,822,000 | +2.1% | 16,760 | +1.2% | 0.66% | -5.3% |
| Q1 2015 | $1,785,000 | +21.4% | 16,560 | +12.2% | 0.69% | +7.8% |
| Q4 2014 | $1,470,000 | +26.3% | 14,760 | +23.9% | 0.64% | +12.6% |
| Q3 2014 | $1,164,000 | +3.7% | 11,910 | 0.0% | 0.57% | +5.2% |
| Q2 2014 | $1,123,000 | +3.5% | 11,910 | 0.0% | 0.54% | -16.4% |
| Q1 2014 | $1,085,000 | +5.9% | 11,910 | 0.0% | 0.65% | +8.0% |
| Q4 2013 | $1,025,000 | +13.4% | 11,910 | +5.2% | 0.60% | +2.7% |
| Q3 2013 | $904,000 | +10.2% | 11,325 | +2.7% | 0.58% | -3.2% |
| Q2 2013 | $820,000 | – | 11,025 | – | 0.60% | – |
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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% |