ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 140 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $339,000 | -14.2% | 5,387 | -23.1% | 0.03% | -18.4% |
| Q2 2018 | $395,000 | +1.3% | 7,002 | +100.0% | 0.04% | 0.0% |
| Q1 2018 | $390,000 | -1.0% | 3,501 | 0.0% | 0.04% | +2.7% |
| Q4 2017 | $394,000 | 0.0% | 3,501 | 0.0% | 0.04% | -5.1% |
| Q3 2017 | $394,000 | +2.9% | 3,501 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $383,000 | +6.4% | 3,501 | 0.0% | 0.04% | +8.3% |
| Q1 2017 | $360,000 | +8.4% | 3,501 | 0.0% | 0.04% | +5.9% |
| Q4 2016 | $332,000 | -17.6% | 3,501 | -12.5% | 0.03% | -17.1% |
| Q3 2016 | $403,000 | -0.2% | 4,001 | 0.0% | 0.04% | -2.4% |
| Q2 2016 | $404,000 | – | 4,001 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 25,484 | $2,574,000 | 2.68% |
| Oliver Luxxe Assets LLC | 24,814 | $2,506,000 | 2.13% |
| ASSETMARK, INC | 1,029,725 | $103,992,000 | 1.75% |
| JUNCTURE WEALTH STRATEGIES, LLC | 21,762 | $2,198,000 | 1.57% |
| FCA CORP /TX | 26,911 | $2,718,000 | 1.39% |
| Mirae Asset Global Investments Co., Ltd. | 516,614 | $52,172,000 | 1.35% |
| EXENCIAL WEALTH ADVISORS, LLC | 23,809 | $2,405,000 | 1.08% |
| Beaumont Financial Partners, LLC | 46,178 | $4,663,000 | 0.76% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,175 | $725,000 | 0.49% |
| East Coast Asset Management, LLC. | 8,361 | $844,000 | 0.46% |