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 | $263,786 | +55.7% | 3,201 | +60.6% | 0.13% | +60.2% |
| Q2 2023 | $169,381 | +48.3% | 1,993 | +45.5% | 0.08% | +36.1% |
| Q1 2023 | $114,182 | +17.5% | 1,370 | +19.7% | 0.06% | +8.9% |
| Q4 2022 | $97,173 | +185.8% | 1,145 | +151.6% | 0.06% | +180.0% |
| Q3 2022 | $34,000 | +6.2% | 455 | +2.9% | 0.02% | -37.5% |
| Q3 2020 | $32,000 | – | 442 | – | 0.03% | – |
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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% |