ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 232 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,357 | -3.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,524 | +2.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,418 | -1.8% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,517 | +10.3% | 65 | +6.6% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | -66.7% | 61 | -67.7% | 0.00% | -66.7% |
| Q1 2021 | $15,000 | +7.1% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 189 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 189 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -7.7% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -47.8% | 189 | -48.9% | 0.00% | -40.0% |
| Q2 2019 | $23,000 | 0.0% | 370 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | – | 370 | – | 0.01% | – |
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% |