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 | $306,911 | -3.0% | 3,724 | 0.0% | 0.17% | -7.1% |
| Q2 2023 | $316,481 | +2.6% | 3,724 | +0.7% | 0.18% | -7.1% |
| Q1 2023 | $308,334 | -4.3% | 3,699 | -2.5% | 0.20% | -15.2% |
| Q4 2022 | $322,020 | +13.0% | 3,794 | +0.5% | 0.23% | +13.8% |
| Q3 2022 | $285,000 | -6.9% | 3,777 | 0.0% | 0.20% | +16.7% |
| Q2 2022 | $306,000 | -7.0% | 3,777 | +0.6% | 0.17% | +10.8% |
| Q1 2022 | $329,000 | -2.9% | 3,754 | 0.0% | 0.16% | +0.6% |
| Q4 2021 | $339,000 | +8.3% | 3,754 | +0.3% | 0.16% | -4.3% |
| Q3 2021 | $313,000 | +0.6% | 3,742 | 0.0% | 0.16% | -2.4% |
| Q2 2021 | $311,000 | +9.9% | 3,742 | +1.7% | 0.17% | +3.1% |
| Q1 2021 | $283,000 | +3.7% | 3,678 | +2.7% | 0.16% | -8.5% |
| Q4 2020 | $273,000 | +6.6% | 3,583 | +0.3% | 0.18% | -20.3% |
| Q3 2020 | $256,000 | – | 3,571 | – | 0.22% | – |
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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% |