ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPR Investments Inc. | 39,744 | $3,275,700 | 3.52% |
| Richard Bernstein Advisors LLC | 1,789,400 | $147,482,400 | 3.29% |
| Clarity Wealth Advisors, LLC | 62,952 | $5,188,501 | 2.35% |
| Phoenix Holdings Ltd. | 1,256,000 | $103,519,520 | 1.90% |
| FCA CORP /TX | 51,311 | $4,229,018 | 1.58% |
| Ayalon Insurance Comp Ltd. | 36,790 | $3,032 | 1.28% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 29,439 | $2,426 | 1.27% |
| NOTTINGHAM ADVISORS, INC. | 102,746 | $7,473,953 | 1.16% |
| KM Capital Management Ltd. | 16,295 | $1,343,033 | 0.92% |
| Eldridge Investment Advisors, Inc. | 28,972 | $2,388 | 0.79% |