ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,184 | -5.7% | 5,547 | -2.7% | 0.29% | -2.3% |
| Q2 2023 | $484,698 | +18.4% | 5,703 | +16.2% | 0.30% | +15.3% |
| Q1 2023 | $409,214 | -1.8% | 4,909 | 0.0% | 0.26% | -12.1% |
| Q4 2022 | $416,676 | +12.6% | 4,909 | 0.0% | 0.30% | -2.9% |
| Q3 2022 | $370,000 | -7.0% | 4,909 | 0.0% | 0.31% | -12.1% |
| Q2 2022 | $398,000 | -7.4% | 4,909 | 0.0% | 0.35% | +1.2% |
| Q1 2022 | $430,000 | -2.9% | 4,909 | 0.0% | 0.34% | +3.6% |
| Q4 2021 | $443,000 | +7.8% | 4,909 | 0.0% | 0.33% | -2.6% |
| Q3 2021 | $411,000 | +0.7% | 4,909 | 0.0% | 0.34% | +1.2% |
| Q2 2021 | $408,000 | +7.9% | 4,909 | 0.0% | 0.34% | -3.7% |
| Q1 2021 | $378,000 | +0.8% | 4,909 | 0.0% | 0.35% | -18.2% |
| Q4 2020 | $375,000 | – | 4,909 | – | 0.43% | – |
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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% |