ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 197 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,624,017 | -5.0% | 19,704 | -2.0% | 0.42% | +4.2% |
| Q2 2023 | $1,709,668 | +4.7% | 20,116 | +2.7% | 0.41% | -2.9% |
| Q1 2023 | $1,632,395 | -7.6% | 19,582 | -5.9% | 0.42% | -15.9% |
| Q4 2022 | $1,766,755 | +21.1% | 20,815 | +7.5% | 0.50% | +6.2% |
| Q3 2022 | $1,459,187 | -1.1% | 19,365 | +6.5% | 0.47% | +1.5% |
| Q2 2022 | $1,475,000 | -4.7% | 18,175 | +2.9% | 0.46% | +14.9% |
| Q1 2022 | $1,548,000 | -2.1% | 17,665 | +0.8% | 0.40% | -0.7% |
| Q4 2021 | $1,582,000 | +13.6% | 17,517 | +5.3% | 0.40% | -3.1% |
| Q3 2021 | $1,393,000 | -2.0% | 16,641 | -2.7% | 0.42% | +1.7% |
| Q2 2021 | $1,421,000 | +12.4% | 17,099 | +4.2% | 0.41% | -6.2% |
| Q1 2021 | $1,264,000 | +12.0% | 16,408 | +11.2% | 0.44% | +9.5% |
| Q4 2020 | $1,129,000 | +12.2% | 14,762 | +5.4% | 0.40% | +1.3% |
| Q3 2020 | $1,006,000 | +9.7% | 14,001 | +5.0% | 0.40% | -3.4% |
| Q2 2020 | $917,000 | +26.8% | 13,329 | +12.3% | 0.41% | +1.7% |
| Q1 2020 | $723,000 | -7.2% | 11,866 | +4.7% | 0.40% | +21.5% |
| Q4 2019 | $779,000 | +35.7% | 11,330 | +20.5% | 0.33% | +30.8% |
| Q3 2019 | $574,000 | -1.4% | 9,399 | -0.3% | 0.25% | -5.6% |
| Q2 2019 | $582,000 | +1.7% | 9,431 | +0.8% | 0.27% | -3.6% |
| Q1 2019 | $572,000 | +2.0% | 9,358 | -5.4% | 0.28% | -18.2% |
| Q4 2018 | $561,000 | – | 9,897 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Danda Trouve Investment Management, Inc. | 47,824 | $3,975,000 | 4.72% |
| Hamilton Wealth, LLC | 83,119 | $6,909,000 | 3.22% |
| Clarity Wealth Advisors, LLC | 53,564 | $4,452,000 | 2.31% |
| FCA CORP /TX | 56,519 | $4,698,000 | 1.33% |
| ELCO Management Co., LLC | 10,058 | $836,000 | 0.62% |
| Richard Bernstein Advisors LLC | 330,591 | $27,478,000 | 0.57% |
| Marotta Asset Management | 27,286 | $2,284,384,000 | 0.55% |
| Slow Capital, Inc. | 33,776 | $2,807,000 | 0.53% |
| White Lighthouse Investment Management Inc. | 21,418 | $1,780,000 | 0.49% |
| Maltin Wealth Management, Inc. | 8,537 | $710,000 | 0.43% |