ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,176,057 | -3.3% | 14,269 | -0.4% | 0.02% | -16.0% |
| Q4 2022 | $1,216,554 | +93.4% | 14,332 | +56.7% | 0.02% | +47.1% |
| Q4 2019 | $629,000 | +33.8% | 9,146 | +18.8% | 0.02% | 0.0% |
| Q3 2019 | $470,000 | -0.8% | 7,701 | -1.3% | 0.02% | -5.6% |
| Q2 2019 | $474,000 | +3.3% | 7,803 | +3.9% | 0.02% | -5.3% |
| Q1 2019 | $459,000 | -10.9% | 7,510 | -17.5% | 0.02% | -17.4% |
| Q4 2018 | $515,000 | -40.3% | 9,100 | -33.5% | 0.02% | -32.4% |
| Q3 2018 | $862,000 | – | 13,686 | – | 0.03% | – |
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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% |