ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 265 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 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 ↓ |
|---|---|---|---|
| CPR Investments Inc. | 39,744 | $3,275,700 | 3.52% |
| Richard Bernstein Advisors LLC | 1,789,400 | $147,482,400 | 3.29% |
| Clarity Wealth Advisors, LLC | 62,952 | $5,188,501 | 2.35% |
| Phoenix Holdings Ltd. | 1,256,000 | $103,519,520 | 1.90% |
| FCA CORP /TX | 51,311 | $4,229,018 | 1.58% |
| Ayalon Insurance Comp Ltd. | 36,790 | $3,032 | 1.28% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 29,439 | $2,426 | 1.27% |
| NOTTINGHAM ADVISORS, INC. | 102,746 | $7,473,953 | 1.16% |
| KM Capital Management Ltd. | 16,295 | $1,343,033 | 0.92% |
| Eldridge Investment Advisors, Inc. | 28,972 | $2,388 | 0.79% |