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 | $29,506 | -3.0% | 358 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $30,426 | +79.0% | 358 | +57.7% | 0.00% | – |
Q3 2022 | $17,000 | -54.1% | 227 | -50.5% | 0.00% | -100.0% |
Q2 2022 | $37,000 | -7.5% | 459 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $40,000 | -2.4% | 459 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $41,000 | -68.5% | 459 | -70.6% | 0.00% | -66.7% |
Q3 2021 | $130,000 | +0.8% | 1,559 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $129,000 | +7.5% | 1,559 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $120,000 | -65.3% | 1,559 | -65.6% | 0.00% | -75.0% |
Q4 2020 | $346,000 | +1.2% | 4,529 | -4.8% | 0.01% | -14.3% |
Q3 2020 | $342,000 | -19.1% | 4,759 | -22.6% | 0.01% | -17.6% |
Q2 2020 | $423,000 | +106.3% | 6,149 | +83.1% | 0.02% | +54.5% |
Q1 2020 | $205,000 | +34.0% | 3,359 | +50.0% | 0.01% | +83.3% |
Q4 2019 | $153,000 | +12.5% | 2,239 | 0.0% | 0.01% | +20.0% |
Q3 2019 | $136,000 | +3.8% | 2,239 | +6.0% | 0.01% | 0.0% |
Q2 2019 | $131,000 | -85.2% | 2,112 | -85.4% | 0.01% | -83.9% |
Q1 2019 | $883,000 | -57.5% | 14,456 | -60.6% | 0.03% | -57.5% |
Q4 2018 | $2,077,000 | +142.9% | 36,681 | +170.0% | 0.07% | +204.2% |
Q3 2018 | $855,000 | +11.5% | 13,586 | 0.0% | 0.02% | +9.1% |
Q2 2018 | $767,000 | -0.3% | 13,586 | +96.7% | 0.02% | 0.0% |
Q1 2018 | $769,000 | -79.8% | 6,907 | -79.6% | 0.02% | -79.8% |
Q4 2017 | $3,805,000 | -0.1% | 33,817 | -0.2% | 0.11% | +0.9% |
Q3 2017 | $3,809,000 | +2.3% | 33,870 | -0.5% | 0.11% | +2.9% |
Q2 2017 | $3,724,000 | +4.2% | 34,055 | -2.0% | 0.10% | +10.5% |
Q1 2017 | $3,574,000 | +5.4% | 34,766 | -2.8% | 0.10% | +1.1% |
Q4 2016 | $3,392,000 | +2983.6% | 35,780 | +3173.6% | 0.09% | +3033.3% |
Q3 2016 | $110,000 | 0.0% | 1,093 | 0.0% | 0.00% | -25.0% |
Q2 2016 | $110,000 | +4.8% | 1,093 | 0.0% | 0.00% | +33.3% |
Q1 2016 | $105,000 | +28.0% | 1,093 | +37.5% | 0.00% | +50.0% |
Q4 2015 | $82,000 | +5.1% | 795 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $78,000 | -9.3% | 795 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $86,000 | – | 795 | – | 0.00% | – |
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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% |