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 ↓ |
|---|---|---|---|
| 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% |