ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 272 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 2024 | $276,106 | -14.9% | 2,974 | -14.6% | 0.10% | -20.0% |
| Q1 2024 | $324,535 | +22.9% | 3,484 | +14.5% | 0.12% | -0.8% |
| Q4 2023 | $263,976 | -10.6% | 3,044 | -15.1% | 0.12% | -11.0% |
| Q3 2023 | $295,393 | +96750.2% | 3,584 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $305 | 0.0% | 3,584 | -1.9% | 0.14% | -6.8% |
| Q1 2023 | $305 | -1.6% | 3,654 | 0.0% | 0.15% | -8.8% |
| Q4 2022 | $310 | -99.9% | 3,654 | -4.6% | 0.16% | +6.7% |
| Q3 2022 | $289,000 | -7.1% | 3,830 | 0.0% | 0.15% | -2.0% |
| Q2 2022 | $311,000 | -7.4% | 3,830 | 0.0% | 0.15% | +13.3% |
| Q1 2022 | $336,000 | -2.9% | 3,830 | 0.0% | 0.14% | +4.7% |
| Q4 2021 | $346,000 | +5.8% | 3,830 | -2.0% | 0.13% | -6.5% |
| Q3 2021 | $327,000 | -5.5% | 3,910 | 0.0% | 0.14% | -2.8% |
| Q2 2021 | $346,000 | +13.1% | 3,910 | -1.5% | 0.14% | -4.1% |
| Q1 2021 | $306,000 | -0.6% | 3,970 | -1.5% | 0.15% | -6.3% |
| Q4 2020 | $308,000 | +2.7% | 4,030 | 0.0% | 0.16% | -0.6% |
| Q3 2020 | $300,000 | +8.3% | 4,030 | 0.0% | 0.16% | -7.6% |
| Q2 2020 | $277,000 | +1.5% | 4,030 | 0.0% | 0.17% | -6.5% |
| Q1 2020 | $273,000 | -1.4% | 4,030 | 0.0% | 0.18% | +1.7% |
| Q4 2019 | $277,000 | +10.8% | 4,030 | -1.5% | 0.18% | +1.7% |
| Q3 2019 | $250,000 | -0.8% | 4,090 | 0.0% | 0.18% | -3.3% |
| Q2 2019 | $252,000 | -8.7% | 4,090 | -9.4% | 0.18% | -14.4% |
| Q1 2019 | $276,000 | +3.0% | 4,516 | -4.1% | 0.22% | -7.7% |
| Q4 2018 | $268,000 | -1.8% | 4,708 | 0.0% | 0.23% | +22.0% |
| Q3 2018 | $273,000 | -3.2% | 4,708 | 0.0% | 0.19% | +6.1% |
| Q2 2018 | $282,000 | -1.1% | 4,708 | +83.6% | 0.18% | -10.0% |
| Q1 2018 | $285,000 | -1.4% | 2,564 | 0.0% | 0.20% | -13.0% |
| Q4 2017 | $289,000 | – | 2,564 | – | 0.23% | – |
Download | ||||||
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% |