ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $38,976 | +9.8% | 464 | +11.0% | 0.01% | -33.3% |
| Q4 2022 | $35,497 | +1.4% | 418 | -8.7% | 0.02% | -16.7% |
| Q3 2022 | $35,000 | -81.4% | 458 | -82.5% | 0.02% | -51.4% |
| Q3 2020 | $188,000 | +15.3% | 2,615 | +10.8% | 0.04% | -19.6% |
| Q2 2020 | $163,000 | +715.0% | 2,361 | +637.8% | 0.05% | +283.3% |
| Q1 2020 | $20,000 | -75.0% | 320 | -75.6% | 0.01% | -52.0% |
| Q1 2019 | $80,000 | -54.0% | 1,312 | -57.2% | 0.02% | -88.2% |
| Q4 2018 | $174,000 | +411.8% | 3,069 | +830.0% | 0.21% | +1072.2% |
| Q1 2017 | $34,000 | +325.0% | 330 | +371.4% | 0.02% | +350.0% |
| Q2 2015 | $8,000 | -100.0% | 70 | -83.5% | 0.00% | -80.0% |
| Q2 2014 | $39,901,000 | -50.4% | 423 | -52.1% | 0.02% | -45.9% |
| Q1 2014 | $80,505,000 | +143658.9% | 884 | +35.6% | 0.04% | +19.4% |
| Q4 2013 | $56,000 | – | 652 | – | 0.03% | – |
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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% |