ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 56 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,087 | -12.2% | 5,317 | -2.8% | 0.00% | -33.3% |
| Q2 2023 | $326,901 | -50.3% | 5,468 | -49.7% | 0.00% | -50.0% |
| Q1 2023 | $657,276 | +55.0% | 10,875 | +54.3% | 0.01% | +50.0% |
| Q4 2022 | $424,011 | +30.1% | 7,047 | +29.9% | 0.00% | -20.0% |
| Q2 2022 | $326,000 | -12.4% | 5,426 | -4.0% | 0.01% | 0.0% |
| Q1 2022 | $372,000 | +12.0% | 5,655 | +10.3% | 0.01% | 0.0% |
| Q4 2021 | $332,000 | +9.9% | 5,125 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $302,000 | -1.0% | 5,125 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $305,000 | +26.0% | 5,125 | +28.0% | 0.01% | 0.0% |
| Q1 2021 | $242,000 | +0.8% | 4,003 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $240,000 | – | 4,003 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 65,393 | $3,154,000 | 2.46% |
| WRAPMANAGER INC | 16,369 | $789,000 | 0.29% |
| NTV ASSET MANAGEMENT LLC | 13,900 | $670,000 | 0.21% |
| PICTET BANK & TRUST Ltd | 11,200 | $540,000 | 0.16% |
| Regal Investment Advisors LLC | 12,567 | $606,000 | 0.16% |
| Evanson Asset Management, LLC | 7,842 | $378,000 | 0.09% |
| Perigon Wealth Management, LLC | 7,340 | $354,000 | 0.08% |
| Brookstone Capital Management | 14,183 | $684,000 | 0.07% |
| East Coast Asset Management, LLC. | 4,191 | $202,000 | 0.06% |
| Liberty Capital Management, Inc. | 1,400 | $68,000 | 0.04% |