ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $289,816 | +2.0% | 3,410 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $284,258 | -93.4% | 3,410 | -93.3% | 0.00% | -93.3% |
| Q4 2022 | $4,330,578 | -99.9% | 51,020 | -24.0% | 0.04% | -18.2% |
| Q3 2022 | $5,055,985,000 | +89752.2% | 67,100 | -3.2% | 0.06% | -1.8% |
| Q2 2022 | $5,627,000 | +162.1% | 69,350 | +183.1% | 0.06% | +229.4% |
| Q1 2022 | $2,147,000 | -51.5% | 24,500 | -50.0% | 0.02% | +6.2% |
| Q4 2021 | $4,426,000 | +456.7% | 49,000 | +415.8% | 0.02% | +100.0% |
| Q3 2021 | $795,000 | +0.6% | 9,500 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $790,000 | – | 9,500 | – | 0.01% | – |
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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% |