ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,951 | -3.0% | 145 | 0.0% | 0.00% | – |
| Q2 2023 | $12,324 | +4.8% | 145 | +2.8% | 0.00% | – |
| Q1 2023 | $11,754 | -5.1% | 141 | -3.4% | 0.00% | – |
| Q4 2022 | $12,392 | +1139.2% | 146 | +1227.3% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 11 | +22.2% | 0.00% | – |
| Q1 2022 | $1,000 | -50.0% | 9 | -65.4% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 26 | +30.0% | 0.00% | – |
| Q1 2021 | $2,000 | -33.3% | 20 | -39.4% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 33 | -2.9% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 34 | +3.0% | 0.00% | – |
| Q2 2020 | $2,000 | -60.0% | 33 | -55.4% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 74 | -23.7% | 0.00% | -100.0% |
| Q4 2019 | $7,000 | +16.7% | 97 | 0.0% | 0.00% | – |
| Q3 2019 | $6,000 | -45.5% | 97 | -46.7% | 0.00% | -100.0% |
| Q2 2019 | $11,000 | 0.0% | 182 | -0.5% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | -50.0% | 183 | -20.4% | 0.00% | -87.5% |
| Q2 2014 | $22,000 | +4.8% | 230 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $21,000 | – | 230 | – | 0.01% | – |
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% |