ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $424,950 | -49.0% | 5,000 | -50.0% | 0.17% | -50.6% |
| Q1 2023 | $833,600 | -1.8% | 10,000 | 0.0% | 0.34% | +0.9% |
| Q4 2022 | $848,800 | +12.6% | 10,000 | 0.0% | 0.34% | +12.6% |
| Q3 2022 | $754,000 | -7.0% | 10,000 | 0.0% | 0.30% | +9.1% |
| Q2 2022 | $811,000 | -7.4% | 10,000 | 0.0% | 0.28% | -6.4% |
| Q1 2022 | $876,000 | -35.4% | 10,000 | -33.3% | 0.30% | -38.4% |
| Q4 2021 | $1,355,000 | +5.3% | 15,000 | 0.0% | 0.48% | +39.7% |
| Q3 2021 | $1,287,000 | +1.5% | 15,000 | 0.0% | 0.34% | +1.2% |
| Q2 2021 | $1,268,000 | +5.7% | 15,000 | 0.0% | 0.34% | +24.6% |
| Q1 2021 | $1,200,000 | – | 15,000 | – | 0.27% | – |
Download | ||||||
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% |