ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,007 | -2.9% | 449 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $38,112 | 0.0% | 449 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,112 | +0.0% | 449 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $38,111 | +8.9% | 449 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -5.4% | 449 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -5.1% | 449 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $39,000 | -4.9% | 449 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $41,000 | +7.9% | 449 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | +2.7% | 449 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +5.7% | 449 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $35,000 | +2.9% | 449 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $34,000 | +6.2% | 449 | 0.0% | 0.01% | +83.3% |
| Q3 2020 | $32,000 | +3.2% | 449 | 0.0% | 0.01% | -50.0% |
| Q2 2020 | $31,000 | +244.4% | 449 | +191.6% | 0.01% | +200.0% |
| Q1 2020 | $9,000 | -30.8% | 154 | -15.4% | 0.00% | -20.0% |
| Q4 2019 | $13,000 | +44.4% | 182 | +18.2% | 0.01% | +66.7% |
| Q3 2019 | $9,000 | -10.0% | 154 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $10,000 | +11.1% | 154 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | – | 154 | – | 0.00% | – |
Download | ||||||
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% |