ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 270 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,171 | -0.3% | 196 | 0.0% | 0.00% | -33.3% |
| Q1 2024 | $18,229 | +57.3% | 196 | +46.3% | 0.00% | +50.0% |
| Q4 2023 | $11,588 | +5.2% | 134 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $11,018 | -3.1% | 134 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $11,372 | +2.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,145 | +30.7% | 134 | +34.0% | 0.00% | +50.0% |
| Q4 2022 | $8,528 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 90,903 | $5,554,000 | 4.29% |
| Ayalon Insurance Comp Ltd. | 74,900 | $4,589,000 | 3.30% |
| Newfound Research LLC | 72,805 | $4,448,000 | 3.24% |
| Hamilton Wealth, LLC | 63,150 | $3,858,000 | 3.06% |
| Richard Bernstein Advisors LLC | 1,305,198 | $79,747,000 | 2.59% |
| Crestone Asset Management LLC | 90,381 | $5,522,000 | 1.95% |
| FCA CORP /TX | 57,805 | $3,532,000 | 1.37% |
| EXENCIAL WEALTH ADVISORS, LLC | 74,763 | $4,568,000 | 1.08% |
| Cambria Investment Management, L.P. | 102,970 | $6,291,000 | 0.97% |
| Brinker Capital Investments, LLC | 488,720 | $29,861,000 | 0.95% |