ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $459,000 | +12.5% | 6,682 | 0.0% | 0.24% | -3.7% |
| Q3 2019 | $408,000 | -1.0% | 6,682 | 0.0% | 0.25% | -8.2% |
| Q2 2019 | $412,000 | -0.5% | 6,682 | -1.5% | 0.27% | -2.5% |
| Q1 2019 | $414,000 | -2.1% | 6,782 | -9.1% | 0.28% | -41.1% |
| Q4 2018 | $423,000 | -10.0% | 7,462 | 0.0% | 0.47% | +25.2% |
| Q3 2018 | $470,000 | +4.9% | 7,462 | -5.9% | 0.37% | -6.5% |
| Q2 2018 | $448,000 | +0.4% | 7,934 | +98.0% | 0.40% | -2.4% |
| Q1 2018 | $446,000 | -41.3% | 4,007 | -40.7% | 0.41% | -41.1% |
| Q4 2017 | $760,000 | – | 6,752 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 28,773 | $2,477,000 | 20.01% |
| FCA CORP /TX | 36,515 | $3,144,000 | 1.82% |
| Kingfisher Capital LLC | 30,628 | $2,637,000 | 1.42% |
| BECK CAPITAL MANAGEMENT, LLC | 14,797 | $1,268,000 | 1.02% |
| EXENCIAL WEALTH ADVISORS, LLC | 15,828 | $1,405,000 | 0.64% |
| Financial Architects, Inc | 11,910 | $1,025,000 | 0.60% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,305 | $629,000 | 0.53% |
| East Coast Asset Management, LLC. | 9,711 | $836,000 | 0.49% |
| Arete Wealth Advisors, LLC | 5,703 | $491,000 | 0.48% |
| Stearns Financial Services Group | 13,340 | $1,149,000 | 0.45% |