ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $651,168 | -19.6% | 7,901 | -17.1% | 0.01% | -6.7% |
| Q2 2023 | $809,862 | -8.5% | 9,529 | -10.3% | 0.02% | +25.0% |
| Q1 2023 | $885,087 | -5.4% | 10,618 | -3.7% | 0.01% | -7.7% |
| Q4 2022 | $935,687 | +266.9% | 11,024 | +210.1% | 0.01% | +225.0% |
| Q3 2020 | $255,000 | +12.3% | 3,555 | +7.6% | 0.00% | 0.0% |
| Q2 2020 | $227,000 | -15.3% | 3,305 | -24.9% | 0.00% | -42.9% |
| Q1 2020 | $268,000 | -54.2% | 4,402 | -48.3% | 0.01% | -36.4% |
| Q4 2019 | $585,000 | – | 8,509 | – | 0.01% | – |
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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% |