ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 135 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,785 | +178400.0% | 21 | +250.0% | 0.00% | – |
| Q1 2023 | $1 | – | 6 | +20.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 5 | -50.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 10 | -16.7% | 0.00% | – |
| Q2 2022 | $1,000 | -85.7% | 12 | -88.0% | 0.00% | – |
| Q2 2020 | $7,000 | -82.1% | 100 | -73.8% | 0.00% | -100.0% |
| Q1 2017 | $39,000 | -17.0% | 382 | -17.5% | 0.00% | -20.0% |
| Q3 2016 | $47,000 | +20.5% | 463 | +18.1% | 0.01% | +25.0% |
| Q4 2014 | $39,000 | – | 392 | – | 0.00% | – |
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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% |