ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 193 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,653 | -26.3% | 1,476 | -24.0% | 0.01% | -23.1% |
| Q2 2023 | $165,137 | +46.7% | 1,943 | +43.9% | 0.01% | +44.4% |
| Q1 2023 | $112,537 | -80.3% | 1,350 | -80.0% | 0.01% | -82.0% |
| Q4 2022 | $572,346 | +181.9% | 6,743 | +200.1% | 0.05% | +233.3% |
| Q4 2021 | $203,000 | -16.1% | 2,247 | -22.2% | 0.02% | -25.0% |
| Q3 2021 | $242,000 | +0.8% | 2,888 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $240,000 | +8.1% | 2,888 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $222,000 | -0.4% | 2,884 | -1.0% | 0.02% | -8.7% |
| Q4 2020 | $223,000 | +4.7% | 2,912 | -1.8% | 0.02% | -8.0% |
| Q3 2020 | $213,000 | +0.9% | 2,965 | -3.4% | 0.02% | -10.7% |
| Q2 2020 | $211,000 | -61.4% | 3,069 | -65.8% | 0.03% | -61.1% |
| Q1 2020 | $547,000 | -13.3% | 8,974 | -2.3% | 0.07% | -6.5% |
| Q4 2019 | $631,000 | +12.5% | 9,184 | 0.0% | 0.08% | +6.9% |
| Q3 2019 | $561,000 | -46.8% | 9,184 | -46.3% | 0.07% | -49.7% |
| Q2 2019 | $1,055,000 | -56.1% | 17,096 | -56.4% | 0.14% | -54.2% |
| Q1 2019 | $2,402,000 | – | 39,196 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 28,773 | $2,477,000 | 20.01% |
| FCA CORP /TX | 36,515 | $3,144,000 | 1.82% |
| Kingfisher Capital LLC | 30,628 | $2,637,000 | 1.42% |
| BECK CAPITAL MANAGEMENT, LLC | 14,797 | $1,268,000 | 1.02% |
| EXENCIAL WEALTH ADVISORS, LLC | 15,828 | $1,405,000 | 0.64% |
| Financial Architects, Inc | 11,910 | $1,025,000 | 0.60% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,305 | $629,000 | 0.53% |
| East Coast Asset Management, LLC. | 9,711 | $836,000 | 0.49% |
| Arete Wealth Advisors, LLC | 5,703 | $491,000 | 0.48% |
| Stearns Financial Services Group | 13,340 | $1,149,000 | 0.45% |