ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 265 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,484 | -3.0% | 200 | 0.0% | 0.00% | – |
| Q2 2023 | $16,998 | +2.0% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $16,672 | -48.3% | 200 | -47.4% | 0.00% | – |
| Q4 2022 | $32,254 | +11.2% | 380 | 0.0% | 0.00% | – |
| Q3 2022 | $29,000 | -6.5% | 380 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -6.1% | 380 | 0.0% | 0.00% | – |
| Q1 2022 | $33,000 | -2.9% | 380 | 0.0% | 0.00% | – |
| Q4 2021 | $34,000 | -19.0% | 380 | -24.0% | 0.00% | – |
| Q3 2021 | $42,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2021 | $42,000 | +7.7% | 500 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | +2.6% | 500 | 0.0% | 0.00% | – |
| Q4 2020 | $38,000 | +5.6% | 500 | 0.0% | 0.00% | – |
| Q3 2020 | $36,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2020 | $36,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oliver Luxxe Assets LLC | 26,012 | $2,505,000 | 2.57% |
| ASSETMARK, INC | 1,151,842 | $110,922,000 | 1.94% |
| FCA CORP /TX | 31,411 | $3,025,000 | 1.61% |
| Mirae Asset Global Investments Co., Ltd. | 505,410 | $48,671,000 | 1.32% |
| JUNCTURE WEALTH STRATEGIES, LLC | 18,497 | $1,781,000 | 1.32% |
| EXENCIAL WEALTH ADVISORS, LLC | 21,444 | $2,065,000 | 0.97% |
| Financial Architects, Inc | 16,083 | $1,549,000 | 0.55% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,205 | $694,000 | 0.49% |
| East Coast Asset Management, LLC. | 8,696 | $837,000 | 0.44% |
| Brinker Capital Investments, LLC | 103,920 | $10,008,000 | 0.43% |