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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,389,676 | +45.4% | 28,041 | +28.6% | 1.17% | +49.2% |
| Q3 2022 | $1,643,000 | -6.0% | 21,800 | +1.2% | 0.78% | -1.0% |
| Q2 2022 | $1,748,000 | -1.7% | 21,544 | +6.2% | 0.79% | +21.7% |
| Q1 2022 | $1,778,000 | -43.5% | 20,287 | -14.6% | 0.65% | -33.8% |
| Q3 2021 | $3,147,000 | +103.3% | 23,743 | +18.2% | 0.98% | +58.9% |
| Q1 2021 | $1,548,000 | -7.2% | 20,093 | -7.9% | 0.62% | -13.0% |
| Q4 2020 | $1,668,000 | – | 21,815 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Danda Trouve Investment Management, Inc. | 47,824 | $3,975,000 | 4.72% |
| Hamilton Wealth, LLC | 83,119 | $6,909,000 | 3.22% |
| Clarity Wealth Advisors, LLC | 53,564 | $4,452,000 | 2.31% |
| FCA CORP /TX | 56,519 | $4,698,000 | 1.33% |
| ELCO Management Co., LLC | 10,058 | $836,000 | 0.62% |
| Richard Bernstein Advisors LLC | 330,591 | $27,478,000 | 0.57% |
| Marotta Asset Management | 27,286 | $2,284,384,000 | 0.55% |
| Slow Capital, Inc. | 33,776 | $2,807,000 | 0.53% |
| White Lighthouse Investment Management Inc. | 21,418 | $1,780,000 | 0.49% |
| Maltin Wealth Management, Inc. | 8,537 | $710,000 | 0.43% |