ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 208 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,456 | -3.0% | 103 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $8,720 | +2.7% | 103 | +1.0% | 0.00% | +50.0% |
| Q1 2023 | $8,487 | +94200.0% | 102 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $9 | -99.9% | 102 | +1.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 101 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $9,000 | 0.0% | 101 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $9,000 | +12.5% | 101 | +1.0% | 0.00% | +50.0% |
| Q3 2021 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $7,000 | -41.7% | 100 | -50.0% | 0.00% | -42.9% |
| Q2 2019 | $12,000 | 0.0% | 200 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $12,000 | +9.1% | 200 | 0.0% | 0.01% | -20.0% |
| Q4 2018 | $11,000 | – | 200 | – | 0.01% | – |
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% |