ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 168 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077 | +4.3% | 13,064 | +7.4% | 0.00% | +33.3% |
| Q2 2023 | $1,033 | +4.0% | 12,159 | +2.0% | 0.00% | 0.0% |
| Q1 2023 | $993 | +1.2% | 11,915 | +3.1% | 0.00% | 0.0% |
| Q4 2022 | $981 | -99.9% | 11,562 | +13.5% | 0.00% | 0.0% |
| Q3 2022 | $768,000 | -7.5% | 10,187 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $830,000 | -15.0% | 10,232 | -8.2% | 0.00% | 0.0% |
| Q1 2022 | $976,000 | -12.7% | 11,143 | -10.0% | 0.00% | 0.0% |
| Q4 2021 | $1,118,000 | +16.3% | 12,379 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $961,000 | -24.9% | 11,479 | -25.4% | 0.00% | -25.0% |
| Q2 2021 | $1,279,000 | +7.4% | 15,386 | -0.5% | 0.00% | +33.3% |
| Q1 2021 | $1,191,000 | +6.5% | 15,456 | +5.7% | 0.00% | -25.0% |
| Q4 2020 | $1,118,000 | +20.6% | 14,623 | +13.3% | 0.00% | 0.0% |
| Q3 2020 | $927,000 | +4.5% | 12,912 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $887,000 | +15.2% | 12,897 | +2.0% | 0.00% | 0.0% |
| Q1 2020 | $770,000 | -11.1% | 12,643 | +0.4% | 0.00% | 0.0% |
| Q4 2019 | $866,000 | -6.3% | 12,598 | -16.7% | 0.00% | 0.0% |
| Q3 2019 | $924,000 | +2.1% | 15,128 | +3.2% | 0.00% | 0.0% |
| Q2 2019 | $905,000 | +12.3% | 14,664 | +11.2% | 0.00% | 0.0% |
| Q1 2019 | $806,000 | -19.6% | 13,189 | -25.5% | 0.00% | -20.0% |
| Q4 2018 | $1,003,000 | -0.4% | 17,706 | +10.7% | 0.01% | +25.0% |
| Q3 2018 | $1,007,000 | +8.9% | 15,989 | -2.4% | 0.00% | 0.0% |
| Q2 2018 | $925,000 | +122.4% | 16,388 | +119.6% | 0.00% | +100.0% |
| Q1 2018 | $416,000 | -32.9% | 7,464 | +35.5% | 0.00% | -33.3% |
| Q4 2017 | $620,000 | +3.3% | 5,510 | +3.3% | 0.00% | 0.0% |
| Q3 2017 | $600,000 | +7.9% | 5,333 | +4.9% | 0.00% | +50.0% |
| Q2 2017 | $556,000 | +34.0% | 5,083 | +25.8% | 0.00% | +100.0% |
| Q1 2017 | $415,000 | +16.9% | 4,040 | +8.0% | 0.00% | 0.0% |
| Q4 2016 | $355,000 | +33.0% | 3,740 | +41.0% | 0.00% | 0.0% |
| Q3 2016 | $267,000 | – | 2,653 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oliver Luxxe Assets LLC | 26,012 | $2,505,000 | 2.57% |
| ASSETMARK, INC | 1,151,842 | $110,922,000 | 1.94% |
| FCA CORP /TX | 31,411 | $3,025,000 | 1.61% |
| Mirae Asset Global Investments Co., Ltd. | 505,410 | $48,671,000 | 1.32% |
| JUNCTURE WEALTH STRATEGIES, LLC | 18,497 | $1,781,000 | 1.32% |
| EXENCIAL WEALTH ADVISORS, LLC | 21,444 | $2,065,000 | 0.97% |
| Financial Architects, Inc | 16,083 | $1,549,000 | 0.55% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,205 | $694,000 | 0.49% |
| East Coast Asset Management, LLC. | 8,696 | $837,000 | 0.44% |
| Brinker Capital Investments, LLC | 103,920 | $10,008,000 | 0.43% |