ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,429,215 | +79.2% | 17,341 | +84.8% | 0.02% | +81.8% |
| Q2 2023 | $797,516 | -17.4% | 9,384 | -18.9% | 0.01% | -21.4% |
| Q1 2023 | $964,998 | -2.5% | 11,576 | -0.8% | 0.01% | -12.5% |
| Q4 2022 | $990,147 | +45.0% | 11,665 | +28.7% | 0.02% | +33.3% |
| Q3 2022 | $682,839 | -77.1% | 9,062 | -75.4% | 0.01% | -78.6% |
| Q2 2022 | $2,984,000 | +423.5% | 36,771 | +464.4% | 0.06% | +522.2% |
| Q1 2022 | $570,000 | – | 6,515 | – | 0.01% | – |
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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% |