ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 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 ↓ |
|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 135,617 | $7,683,000 | 5.18% |
| Newfound Research LLC | 107,671 | $6,100,000 | 4.23% |
| Hamilton Wealth, LLC | 71,886 | $4,072,000 | 3.99% |
| Ayalon Insurance Comp Ltd. | 74,900 | $4,243,000 | 3.42% |
| Crestone Asset Management LLC | 85,140 | $4,823,000 | 1.81% |
| FCA CORP /TX | 58,226 | $3,299,000 | 1.48% |
| EXENCIAL WEALTH ADVISORS, LLC | 73,627 | $4,171,000 | 1.12% |
| Avestar Capital, LLC | 26,675 | $1,495,000 | 1.02% |
| Cambria Investment Management, L.P. | 101,800 | $5,767,000 | 0.98% |
| Brinker Capital Investments, LLC | 491,623 | $27,850,000 | 0.97% |