ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 210 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $310 | +9.2% | 3,338 | 0.0% | 0.12% | +8.4% |
| Q2 2023 | $284 | -99.9% | 3,338 | 0.0% | 0.11% | -59.8% |
| Q3 2022 | $252,000 | -7.0% | 3,338 | 0.0% | 0.27% | +111.1% |
| Q2 2022 | $271,000 | -7.2% | 3,338 | 0.0% | 0.13% | +22.3% |
| Q1 2022 | $292,000 | -3.3% | 3,338 | 0.0% | 0.10% | +17.0% |
| Q4 2021 | $302,000 | +17.5% | 3,338 | 0.0% | 0.09% | -11.1% |
| Q1 2021 | $257,000 | +0.8% | 3,338 | 0.0% | 0.10% | -8.3% |
| Q4 2020 | $255,000 | +6.2% | 3,338 | 0.0% | 0.11% | -6.1% |
| Q3 2020 | $240,000 | +4.3% | 3,338 | 0.0% | 0.12% | -9.4% |
| Q2 2020 | $230,000 | +13.3% | 3,338 | 0.0% | 0.13% | -13.0% |
| Q1 2020 | $203,000 | -11.4% | 3,338 | 0.0% | 0.15% | +28.1% |
| Q4 2019 | $229,000 | +12.3% | 3,338 | 0.0% | 0.11% | +6.5% |
| Q3 2019 | $204,000 | -1.0% | 3,338 | 0.0% | 0.11% | -10.8% |
| Q2 2019 | $206,000 | +1.0% | 3,338 | 0.0% | 0.12% | +7.1% |
| Q1 2019 | $204,000 | – | 3,338 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 90,903 | $5,554,000 | 4.29% |
| Ayalon Insurance Comp Ltd. | 74,900 | $4,589,000 | 3.30% |
| Newfound Research LLC | 72,805 | $4,448,000 | 3.24% |
| Hamilton Wealth, LLC | 63,150 | $3,858,000 | 3.06% |
| Richard Bernstein Advisors LLC | 1,305,198 | $79,747,000 | 2.59% |
| Crestone Asset Management LLC | 90,381 | $5,522,000 | 1.95% |
| FCA CORP /TX | 57,805 | $3,532,000 | 1.37% |
| EXENCIAL WEALTH ADVISORS, LLC | 74,763 | $4,568,000 | 1.08% |
| Cambria Investment Management, L.P. | 102,970 | $6,291,000 | 0.97% |
| Brinker Capital Investments, LLC | 488,720 | $29,861,000 | 0.95% |