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 | $56,870 | -3.0% | 690 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $58,643 | +2.0% | 690 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $57,518 | -1.8% | 690 | 0.0% | 0.03% | -8.3% |
| Q4 2022 | $58,567 | +12.6% | 690 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $52,000 | -7.1% | 690 | 0.0% | 0.04% | -5.4% |
| Q2 2022 | $56,000 | -6.7% | 690 | 0.0% | 0.04% | +5.7% |
| Q1 2022 | $60,000 | -3.2% | 690 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $62,000 | +6.9% | 690 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $58,000 | +1.8% | 690 | 0.0% | 0.04% | -7.5% |
| Q2 2021 | $57,000 | +7.5% | 690 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $53,000 | 0.0% | 690 | 0.0% | 0.04% | -16.7% |
| Q4 2020 | $53,000 | – | 690 | – | 0.05% | – |
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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% |