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 2022 | $3,728,000 | -8.1% | 49,479 | -1.0% | 6.89% | +10.4% |
| Q2 2022 | $4,056,000 | -5.5% | 49,989 | +2.1% | 6.24% | +16.4% |
| Q1 2022 | $4,290,000 | -1.9% | 48,965 | +1.2% | 5.37% | +8.3% |
| Q4 2021 | $4,373,000 | +7.4% | 48,401 | -0.5% | 4.95% | +0.9% |
| Q3 2021 | $4,072,000 | +2.4% | 48,628 | +1.7% | 4.91% | +4.0% |
| Q2 2021 | $3,975,000 | +0.2% | 47,824 | -7.1% | 4.72% | -3.3% |
| Q1 2021 | $3,966,000 | +1.1% | 51,466 | +0.3% | 4.88% | +2.0% |
| Q4 2020 | $3,924,000 | +8.9% | 51,333 | +2.3% | 4.79% | -2.5% |
| Q3 2020 | $3,603,000 | +1.1% | 50,174 | -3.1% | 4.91% | -8.9% |
| Q2 2020 | $3,563,000 | +13.9% | 51,802 | +0.9% | 5.39% | -17.0% |
| Q1 2020 | $3,129,000 | -15.2% | 51,340 | -4.3% | 6.49% | +22.3% |
| Q4 2019 | $3,688,000 | – | 53,651 | – | 5.31% | – |
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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% |