ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604 | +959.6% | 8 | -90.6% | 0.00% | – |
| Q2 2023 | $57 | -91.1% | 85 | +2.4% | 0.00% | -100.0% |
| Q1 2023 | $638 | -90.5% | 83 | -2.4% | 0.02% | -42.9% |
| Q4 2022 | $6,685 | -98.9% | 85 | -43.3% | 0.04% | +66.7% |
| Q3 2022 | $626,000 | -7.8% | 150 | -7.4% | 0.02% | 0.0% |
| Q2 2022 | $679,000 | -7.7% | 162 | -8.0% | 0.02% | 0.0% |
| Q1 2022 | $736,000 | -73.4% | 176 | -67.4% | 0.02% | -66.1% |
| Q4 2021 | $2,763,000 | +3189.3% | 540 | +1587.5% | 0.06% | +55.0% |
| Q3 2021 | $84,000 | +1.2% | 32 | -3.0% | 0.04% | +33.3% |
| Q2 2021 | $83,000 | -85.7% | 33 | +312.5% | 0.03% | +150.0% |
| Q1 2021 | $582,000 | +29000.0% | 8 | -75.0% | 0.01% | +500.0% |
| Q4 2020 | $2,000 | -100.0% | 32 | -77.8% | 0.00% | -92.6% |
| Q1 2020 | $8,751,000 | +12582.6% | 144 | -23.8% | 0.03% | -43.8% |
| Q4 2019 | $69,000 | – | 189 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 135,617 | $7,683,000 | 5.18% |
| Newfound Research LLC | 107,671 | $6,100,000 | 4.23% |
| Hamilton Wealth, LLC | 71,886 | $4,072,000 | 3.99% |
| Ayalon Insurance Comp Ltd. | 74,900 | $4,243,000 | 3.42% |
| Crestone Asset Management LLC | 85,140 | $4,823,000 | 1.81% |
| FCA CORP /TX | 58,226 | $3,299,000 | 1.48% |
| EXENCIAL WEALTH ADVISORS, LLC | 73,627 | $4,171,000 | 1.12% |
| Avestar Capital, LLC | 26,675 | $1,495,000 | 1.02% |
| Cambria Investment Management, L.P. | 101,800 | $5,767,000 | 0.98% |
| Brinker Capital Investments, LLC | 491,623 | $27,850,000 | 0.97% |