ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,212 | -3.0% | 3,946 | 0.0% | 0.03% | -6.9% |
| Q2 2023 | $335,352 | -0.9% | 3,946 | -2.8% | 0.03% | -9.4% |
| Q1 2023 | $338,513 | +1.2% | 4,061 | +3.1% | 0.03% | -5.9% |
| Q4 2022 | $334,500 | -43.6% | 3,940 | -50.0% | 0.03% | 0.0% |
| Q3 2022 | $593,000 | -7.2% | 7,876 | 0.0% | 0.03% | -8.1% |
| Q2 2022 | $639,000 | -7.4% | 7,876 | +0.1% | 0.04% | +12.1% |
| Q1 2022 | $690,000 | +94.4% | 7,868 | +100.0% | 0.03% | -5.7% |
| Q4 2021 | $355,000 | +8.6% | 3,934 | +0.1% | 0.04% | +2.9% |
| Q2 2021 | $327,000 | +7.9% | 3,932 | +0.1% | 0.03% | -17.1% |
| Q1 2021 | $303,000 | +1.0% | 3,928 | 0.0% | 0.04% | -6.8% |
| Q4 2020 | $300,000 | +6.4% | 3,928 | +0.1% | 0.04% | -4.3% |
| Q3 2020 | $282,000 | -5.7% | 3,925 | -9.8% | 0.05% | -14.8% |
| Q2 2020 | $299,000 | -9.9% | 4,353 | -20.7% | 0.05% | -28.9% |
| Q1 2020 | $332,000 | -18.2% | 5,489 | -7.0% | 0.08% | +22.6% |
| Q4 2019 | $406,000 | +11.8% | 5,902 | -2.1% | 0.06% | -18.4% |
| Q3 2019 | $363,000 | -5.2% | 6,027 | -3.0% | 0.08% | +52.0% |
| Q2 2019 | $383,000 | +3.5% | 6,214 | +1.1% | 0.05% | -39.0% |
| Q1 2019 | $370,000 | +5.4% | 6,147 | 0.0% | 0.08% | -12.8% |
| Q4 2018 | $351,000 | – | 6,147 | – | 0.09% | – |
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% |