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 | $386,055 | -3.0% | 4,684 | 0.0% | 0.08% | +1.4% |
| Q2 2023 | $398,093 | +6.1% | 4,684 | +7.5% | 0.07% | -36.2% |
| Q1 2023 | $375,226 | +3.1% | 4,356 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $363,770 | +13.0% | 4,356 | +1.6% | 0.12% | -7.9% |
| Q3 2022 | $322,000 | -3.3% | 4,286 | +4.3% | 0.13% | -34.0% |
| Q2 2022 | $333,000 | -7.8% | 4,108 | -0.4% | 0.19% | +3.8% |
| Q1 2022 | $361,000 | -3.0% | 4,123 | 0.0% | 0.18% | -15.2% |
| Q4 2021 | $372,000 | +7.8% | 4,123 | 0.0% | 0.22% | +37.3% |
| Q3 2021 | $345,000 | +1.5% | 4,123 | +0.7% | 0.16% | +6.0% |
| Q2 2021 | $340,000 | +11.1% | 4,093 | +3.2% | 0.15% | +13.7% |
| Q1 2021 | $306,000 | +3.0% | 3,968 | +2.1% | 0.13% | -5.8% |
| Q4 2020 | $297,000 | +6.5% | 3,886 | 0.0% | 0.14% | -15.2% |
| Q3 2020 | $279,000 | +12.0% | 3,886 | +7.4% | 0.16% | +4.5% |
| Q2 2020 | $249,000 | +22.1% | 3,619 | +8.2% | 0.16% | +6.1% |
| Q1 2020 | $204,000 | -11.3% | 3,344 | 0.0% | 0.15% | +34.5% |
| Q4 2019 | $230,000 | +12.7% | 3,344 | 0.0% | 0.11% | -2.7% |
| Q3 2019 | $204,000 | -1.0% | 3,344 | 0.0% | 0.11% | -5.8% |
| Q2 2019 | $206,000 | -4.2% | 3,344 | -5.1% | 0.12% | -9.1% |
| Q1 2019 | $215,000 | +7.5% | 3,524 | 0.0% | 0.13% | -9.0% |
| Q4 2018 | $200,000 | -9.9% | 3,524 | 0.0% | 0.14% | 0.0% |
| Q3 2018 | $222,000 | +7.8% | 3,524 | +85.9% | 0.14% | +20.8% |
| Q2 2015 | $206,000 | +1.0% | 1,896 | 0.0% | 0.12% | -3.2% |
| Q1 2015 | $204,000 | – | 1,896 | – | 0.12% | – |
Download | ||||||
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% |