ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,648 | -3.1% | 20 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $1,700 | +2.0% | 20 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $1,667 | +10.6% | 20 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,507 | -24.6% | 20 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $2,000 | – | 20 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trident Investment Management, LLC | 28,773 | $2,477,000 | 20.01% |
FCA CORP /TX | 36,515 | $3,144,000 | 1.82% |
Kingfisher Capital LLC | 30,628 | $2,637,000 | 1.42% |
BECK CAPITAL MANAGEMENT, LLC | 14,797 | $1,268,000 | 1.02% |
EXENCIAL WEALTH ADVISORS, LLC | 15,828 | $1,405,000 | 0.64% |
Financial Architects, Inc | 11,910 | $1,025,000 | 0.60% |
MERIDIAN INVESTMENT COUNSEL INC. | 7,305 | $629,000 | 0.53% |
East Coast Asset Management, LLC. | 9,711 | $836,000 | 0.49% |
Arete Wealth Advisors, LLC | 5,703 | $491,000 | 0.48% |
Stearns Financial Services Group | 13,340 | $1,149,000 | 0.45% |