ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 203 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13,849,869 | +126.8% | 163,170 | +91.9% | 1.16% | -48.7% |
| Q3 2020 | $6,107,000 | -5.8% | 85,028 | -9.8% | 2.26% | -5.9% |
| Q2 2020 | $6,486,000 | +4.6% | 94,296 | -7.3% | 2.40% | +3.7% |
| Q1 2020 | $6,199,000 | -18.8% | 101,722 | -8.4% | 2.32% | +15.1% |
| Q4 2019 | $7,635,000 | +21.4% | 111,054 | +7.9% | 2.02% | +106.9% |
| Q1 2019 | $6,291,000 | +9.1% | 102,970 | +1.1% | 0.97% | -0.4% |
| Q4 2018 | $5,767,000 | +18.1% | 101,800 | +31.3% | 0.98% | +36.8% |
| Q3 2018 | $4,882,000 | +190.9% | 77,520 | +354.8% | 0.72% | +10.7% |
| Q3 2015 | $1,678,000 | -25.6% | 17,043 | -17.9% | 0.65% | -6.4% |
| Q2 2015 | $2,256,000 | -8.9% | 20,748 | -9.7% | 0.69% | +145.6% |
| Q1 2015 | $2,477,000 | +76.7% | 22,971 | +63.2% | 0.28% | -43.8% |
| Q4 2014 | $1,402,000 | – | 14,079 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPR Investments Inc. | 39,744 | $3,275,700 | 3.52% |
| Richard Bernstein Advisors LLC | 1,789,400 | $147,482,400 | 3.29% |
| Clarity Wealth Advisors, LLC | 62,952 | $5,188,501 | 2.35% |
| Phoenix Holdings Ltd. | 1,256,000 | $103,519,520 | 1.90% |
| FCA CORP /TX | 51,311 | $4,229,018 | 1.58% |
| Ayalon Insurance Comp Ltd. | 36,790 | $3,032 | 1.28% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 29,439 | $2,426 | 1.27% |
| NOTTINGHAM ADVISORS, INC. | 102,746 | $7,473,953 | 1.16% |
| KM Capital Management Ltd. | 16,295 | $1,343,033 | 0.92% |
| Eldridge Investment Advisors, Inc. | 28,972 | $2,388 | 0.79% |