ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 169 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,067 | -47.0% | 11,496 | -46.9% | 0.00% | -50.0% |
| Q1 2024 | $2,015 | +98.7% | 21,635 | +85.0% | 0.01% | +60.0% |
| Q4 2023 | $1,014 | +3.6% | 11,696 | -1.5% | 0.01% | 0.0% |
| Q3 2023 | $979 | +16.5% | 11,880 | +20.3% | 0.01% | 0.0% |
| Q2 2023 | $840 | +12.0% | 9,879 | +9.8% | 0.01% | 0.0% |
| Q1 2023 | $750 | -4.0% | 9,000 | -2.2% | 0.01% | 0.0% |
| Q4 2022 | $781 | -99.8% | 9,201 | +52.6% | 0.01% | +66.7% |
| Q3 2022 | $454,000 | -7.0% | 6,029 | +0.2% | 0.00% | -25.0% |
| Q2 2022 | $488,000 | -6.2% | 6,016 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $520,000 | +0.8% | 5,936 | +4.0% | 0.00% | 0.0% |
| Q4 2021 | $516,000 | +9.8% | 5,710 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $470,000 | +10.1% | 5,614 | +9.3% | 0.00% | 0.0% |
| Q2 2021 | $427,000 | +12.1% | 5,134 | +3.7% | 0.00% | 0.0% |
| Q1 2021 | $381,000 | +2.7% | 4,949 | +2.0% | 0.00% | 0.0% |
| Q4 2020 | $371,000 | +10.4% | 4,853 | +3.8% | 0.00% | 0.0% |
| Q3 2020 | $336,000 | +7.0% | 4,676 | +2.3% | 0.00% | 0.0% |
| Q2 2020 | $314,000 | +7.5% | 4,572 | -4.7% | 0.00% | -20.0% |
| Q1 2020 | $292,000 | +3.5% | 4,795 | +17.0% | 0.01% | +25.0% |
| Q4 2019 | $282,000 | +23.1% | 4,098 | +9.5% | 0.00% | 0.0% |
| Q3 2019 | $229,000 | -42.0% | 3,743 | -41.6% | 0.00% | -33.3% |
| Q2 2019 | $395,000 | -8.1% | 6,409 | -8.9% | 0.01% | -14.3% |
| Q1 2019 | $430,000 | -2.5% | 7,032 | -9.6% | 0.01% | -12.5% |
| Q4 2018 | $441,000 | 0.0% | 7,779 | +11.1% | 0.01% | +14.3% |
| Q3 2018 | $441,000 | +58.1% | 7,000 | +178.9% | 0.01% | +16.7% |
| Q1 2018 | $279,000 | +0.7% | 2,510 | +2.1% | 0.01% | +20.0% |
| Q4 2017 | $277,000 | +3.0% | 2,459 | +2.8% | 0.01% | -16.7% |
| Q3 2017 | $269,000 | +3.9% | 2,393 | +1.0% | 0.01% | +20.0% |
| Q2 2017 | $259,000 | – | 2,370 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JUNCTURE WEALTH STRATEGIES, LLC | 90,903 | $5,554,000 | 4.29% |
| Ayalon Insurance Comp Ltd. | 74,900 | $4,589,000 | 3.30% |
| Newfound Research LLC | 72,805 | $4,448,000 | 3.24% |
| Hamilton Wealth, LLC | 63,150 | $3,858,000 | 3.06% |
| Richard Bernstein Advisors LLC | 1,305,198 | $79,747,000 | 2.59% |
| Crestone Asset Management LLC | 90,381 | $5,522,000 | 1.95% |
| FCA CORP /TX | 57,805 | $3,532,000 | 1.37% |
| EXENCIAL WEALTH ADVISORS, LLC | 74,763 | $4,568,000 | 1.08% |
| Cambria Investment Management, L.P. | 102,970 | $6,291,000 | 0.97% |
| Brinker Capital Investments, LLC | 488,720 | $29,861,000 | 0.95% |