ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26 | -10.3% | 318 | -7.0% | 0.01% | -13.3% |
| Q2 2023 | $29 | +480.0% | 342 | +434.4% | 0.02% | +650.0% |
| Q1 2023 | $5 | -99.6% | 64 | -99.5% | 0.00% | -99.4% |
| Q4 2022 | $1,115 | -99.9% | 13,133 | -0.2% | 0.33% | +17.5% |
| Q3 2022 | $992,000 | -3.7% | 13,165 | +3.7% | 0.28% | +16.2% |
| Q2 2022 | $1,030,000 | -10.0% | 12,696 | -2.8% | 0.24% | -4.4% |
| Q1 2022 | $1,145,000 | -3.1% | 13,066 | -0.2% | 0.25% | +11.5% |
| Q4 2021 | $1,182,000 | +4.4% | 13,088 | -3.2% | 0.23% | +15.9% |
| Q3 2021 | $1,132,000 | – | 13,525 | – | 0.20% | – |
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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% |