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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |