ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,249 | +8.7% | 3,740 | +12.0% | 0.01% | +9.1% |
| Q2 2023 | $283,695 | +2.0% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $278,254 | -4.7% | 3,338 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $292,000 | -3.3% | 3,338 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $302,000 | +8.2% | 3,338 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $279,000 | +0.7% | 3,338 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $277,000 | +7.8% | 3,338 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $257,000 | +0.8% | 3,338 | 0.0% | 0.02% | -16.7% |
| Q4 2020 | $255,000 | +10.9% | 3,338 | 0.0% | 0.02% | -10.0% |
| Q2 2020 | $230,000 | +13.3% | 3,338 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $203,000 | -11.4% | 3,338 | 0.0% | 0.02% | +22.2% |
| Q4 2019 | $229,000 | – | 3,338 | – | 0.02% | – |
Download | ||||||
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% |