ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,936 | -0.8% | 8,881 | +2.3% | 0.51% | -2.1% |
| Q2 2023 | $738,101 | +2.7% | 8,685 | +0.7% | 0.52% | +0.8% |
| Q1 2023 | $718,649 | -3.6% | 8,621 | -1.8% | 0.52% | -4.4% |
| Q4 2022 | $745,355 | +15.0% | 8,781 | +2.1% | 0.54% | +5.9% |
| Q3 2022 | $648,000 | -7.4% | 8,602 | -0.3% | 0.51% | +1.2% |
| Q2 2022 | $700,000 | -7.0% | 8,632 | +0.4% | 0.51% | +1.6% |
| Q1 2022 | $753,000 | -4.0% | 8,595 | -0.9% | 0.50% | +5.7% |
| Q4 2021 | $784,000 | +9.7% | 8,676 | +1.6% | 0.47% | +7.3% |
| Q3 2021 | $715,000 | +0.7% | 8,537 | 0.0% | 0.44% | +1.6% |
| Q2 2021 | $710,000 | +8.6% | 8,537 | +0.6% | 0.43% | +1.9% |
| Q1 2021 | $654,000 | +0.9% | 8,483 | 0.0% | 0.42% | -6.6% |
| Q4 2020 | $648,000 | +6.9% | 8,483 | +0.6% | 0.45% | +5.3% |
| Q3 2020 | $606,000 | -1.3% | 8,433 | -5.5% | 0.43% | -7.1% |
| Q2 2020 | $614,000 | +12.5% | 8,922 | -0.3% | 0.46% | 0.0% |
| Q1 2020 | $546,000 | -12.9% | 8,953 | -1.8% | 0.46% | +14.6% |
| Q4 2019 | $627,000 | – | 9,115 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 37,873 | $2,811,000 | 11.68% |
| FCA CORP /TX | 37,215 | $2,762,000 | 1.73% |
| Kingfisher Capital LLC | 32,775 | $2,432,000 | 1.33% |
| EXENCIAL WEALTH ADVISORS, LLC | 16,087 | $1,277,000 | 0.63% |
| Financial Architects, Inc | 11,025 | $820,000 | 0.60% |
| Stearns Financial Services Group | 14,047 | $1,042,000 | 0.47% |
| East Coast Asset Management, LLC. | 11,513 | $854,000 | 0.46% |
| NORTHERN CAPITAL MANAGEMENT LLC | 7,210 | $535,000 | 0.33% |
| Estate Counselors, LLC | 8,650 | $649,000 | 0.33% |
| Kistler-Tiffany Companies, LLC | 3,666 | $272,000 | 0.23% |