ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 201 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $263,809 | -35.5% | 3,104 | -36.7% | 0.07% | -46.7% |
| Q1 2023 | $408,797 | -23.3% | 4,904 | -21.9% | 0.14% | -33.2% |
| Q4 2022 | $532,796 | +39.1% | 6,277 | +23.3% | 0.20% | +41.3% |
| Q3 2022 | $383,000 | -2.3% | 5,089 | +5.4% | 0.14% | +3.6% |
| Q2 2022 | $392,000 | -37.8% | 4,829 | -32.9% | 0.14% | -25.4% |
| Q1 2022 | $630,000 | -12.0% | 7,194 | -9.2% | 0.18% | -10.6% |
| Q4 2021 | $716,000 | -10.9% | 7,924 | -18.0% | 0.21% | -29.4% |
| Q2 2021 | $804,000 | +37.0% | 9,668 | +26.8% | 0.29% | +16.3% |
| Q1 2021 | $587,000 | -1.0% | 7,623 | -1.7% | 0.25% | -6.7% |
| Q4 2020 | $593,000 | – | 7,752 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPR Investments Inc. | 39,744 | $3,275,700 | 3.52% |
| Richard Bernstein Advisors LLC | 1,789,400 | $147,482,400 | 3.29% |
| Clarity Wealth Advisors, LLC | 62,952 | $5,188,501 | 2.35% |
| Phoenix Holdings Ltd. | 1,256,000 | $103,519,520 | 1.90% |
| FCA CORP /TX | 51,311 | $4,229,018 | 1.58% |
| Ayalon Insurance Comp Ltd. | 36,790 | $3,032 | 1.28% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 29,439 | $2,426 | 1.27% |
| NOTTINGHAM ADVISORS, INC. | 102,746 | $7,473,953 | 1.16% |
| KM Capital Management Ltd. | 16,295 | $1,343,033 | 0.92% |
| Eldridge Investment Advisors, Inc. | 28,972 | $2,388 | 0.79% |