ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,193,452 | +19.2% | 26,313 | +21.3% | 0.42% | +11.2% |
| Q4 2022 | $1,840,877 | +16.1% | 21,688 | +3.1% | 0.37% | +11.3% |
| Q3 2022 | $1,585,000 | -3.9% | 21,045 | +3.6% | 0.34% | -4.3% |
| Q2 2022 | $1,649,000 | -0.1% | 20,323 | +7.8% | 0.35% | +17.0% |
| Q1 2022 | $1,651,000 | -7.8% | 18,847 | -4.9% | 0.30% | -15.5% |
| Q4 2021 | $1,790,000 | – | 19,824 | – | 0.36% | – |
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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% |