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 ↓ |
|---|---|---|---|
| Newfound Research LLC | 45,670 | $4,994,000 | 3.49% |
| Analyst IMS Investment Management Services Ltd. | 53,292 | $5,827,000 | 2.08% |
| EXENCIAL WEALTH ADVISORS, LLC | 39,019 | $4,267,000 | 1.75% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 102,000 | $11,154,000 | 1.64% |
| FCA CORP /TX | 29,113 | $3,183,000 | 1.39% |
| Brinker Capital Investments, LLC | 313,366 | $34,267,000 | 1.30% |
| Greytown Advisors Inc. | 5,900 | $645,000 | 0.53% |
| MERIDIAN INVESTMENT COUNSEL INC. | 6,970 | $762,000 | 0.46% |
| WRAPMANAGER INC | 10,672 | $1,167,000 | 0.41% |
| Mirae Asset Global Investments Co., Ltd. | 207,078 | $22,644,000 | 0.39% |