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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $306,765 | +3.4% | 3,680 | +5.3% | 0.00% | -25.0% |
| Q4 2022 | $296,571 | +1.9% | 3,494 | -9.8% | 0.00% | 0.0% |
| Q3 2022 | $291,000 | -29.2% | 3,873 | -23.5% | 0.00% | -20.0% |
| Q2 2022 | $411,000 | -43.2% | 5,066 | -38.7% | 0.01% | -37.5% |
| Q1 2022 | $723,000 | +28.0% | 8,261 | +31.9% | 0.01% | +33.3% |
| Q4 2021 | $565,000 | +3.1% | 6,261 | -4.4% | 0.01% | -25.0% |
| Q3 2021 | $548,000 | +8.5% | 6,550 | +7.9% | 0.01% | +14.3% |
| Q2 2021 | $505,000 | +7.9% | 6,072 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $468,000 | +7.8% | 6,072 | +6.9% | 0.01% | -11.1% |
| Q4 2020 | $434,000 | – | 5,679 | – | 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% |