ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 203 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $304,043 | -6.7% | 3,275 | -6.3% | 0.12% | -7.8% |
| Q1 2024 | $325,747 | +7.4% | 3,497 | 0.0% | 0.13% | +2.4% |
| Q4 2023 | $303,262 | +5.3% | 3,497 | +0.1% | 0.13% | -4.5% |
| Q3 2023 | $287,872 | -3.0% | 3,493 | 0.0% | 0.13% | -0.8% |
| Q2 2023 | $296,848 | +2.1% | 3,493 | +0.1% | 0.13% | -5.0% |
| Q1 2023 | $290,732 | -1.8% | 3,488 | 0.0% | 0.14% | -7.9% |
| Q4 2022 | $296,033 | +12.6% | 3,488 | +0.1% | 0.15% | +7.0% |
| Q3 2022 | $263,000 | -7.1% | 3,484 | 0.0% | 0.14% | -4.7% |
| Q2 2022 | $283,000 | -7.2% | 3,484 | +0.1% | 0.15% | +6.4% |
| Q1 2022 | $305,000 | -2.9% | 3,479 | +0.1% | 0.14% | -0.7% |
| Q4 2021 | $314,000 | +7.9% | 3,477 | +0.1% | 0.14% | -2.1% |
| Q3 2021 | $291,000 | +0.7% | 3,474 | 0.0% | 0.14% | -2.0% |
| Q2 2021 | $289,000 | +8.2% | 3,474 | +0.1% | 0.15% | 0.0% |
| Q1 2021 | $267,000 | +0.8% | 3,470 | 0.0% | 0.15% | -5.8% |
| Q4 2020 | $265,000 | +6.4% | 3,470 | +0.1% | 0.16% | -6.0% |
| Q3 2020 | $249,000 | +4.6% | 3,466 | 0.0% | 0.17% | -5.1% |
| Q2 2020 | $238,000 | +22.1% | 3,466 | +8.3% | 0.18% | +2.3% |
| Q1 2020 | $195,000 | -11.4% | 3,201 | 0.0% | 0.17% | +9.6% |
| Q4 2019 | $220,000 | +5.8% | 3,201 | -3.1% | 0.16% | -22.4% |
| Q3 2018 | $208,000 | +2.5% | 3,304 | -8.3% | 0.20% | -7.8% |
| Q2 2018 | $203,000 | +1.0% | 3,602 | +100.0% | 0.22% | -0.9% |
| Q1 2018 | $201,000 | – | 1,801 | – | 0.22% | – |
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% |