ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 145 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $318,000 | -16.8% | 2,907 | -21.9% | 0.04% | -18.0% |
| Q1 2017 | $382,000 | +7.0% | 3,720 | -1.3% | 0.05% | -2.0% |
| Q4 2016 | $357,000 | -15.8% | 3,769 | -10.5% | 0.05% | -21.5% |
| Q3 2016 | $424,000 | -7.6% | 4,210 | -7.4% | 0.06% | -5.8% |
| Q2 2016 | $459,000 | -15.5% | 4,544 | -14.1% | 0.07% | -18.8% |
| Q4 2015 | $543,000 | +2.8% | 5,291 | -1.2% | 0.08% | +4.9% |
| Q3 2015 | $528,000 | -9.9% | 5,357 | -0.7% | 0.08% | -1.2% |
| Q2 2015 | $586,000 | +1.0% | 5,393 | +0.3% | 0.08% | 0.0% |
| Q1 2015 | $580,000 | +18.6% | 5,376 | +9.4% | 0.08% | +6.5% |
| Q4 2014 | $489,000 | -35.7% | 4,913 | -36.8% | 0.08% | -33.6% |
| Q3 2014 | $760,000 | -18.5% | 7,777 | -21.3% | 0.12% | -24.7% |
| Q2 2014 | $932,000 | -4.7% | 9,877 | -8.1% | 0.15% | -2.5% |
| Q1 2014 | $978,000 | -5.0% | 10,745 | -10.1% | 0.16% | -7.1% |
| Q4 2013 | $1,030,000 | +6.0% | 11,958 | -2.2% | 0.17% | -5.6% |
| Q3 2013 | $972,000 | – | 12,233 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trident Investment Management, LLC | 28,773 | $2,477,000 | 20.01% |
| FCA CORP /TX | 36,515 | $3,144,000 | 1.82% |
| Kingfisher Capital LLC | 30,628 | $2,637,000 | 1.42% |
| BECK CAPITAL MANAGEMENT, LLC | 14,797 | $1,268,000 | 1.02% |
| EXENCIAL WEALTH ADVISORS, LLC | 15,828 | $1,405,000 | 0.64% |
| Financial Architects, Inc | 11,910 | $1,025,000 | 0.60% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,305 | $629,000 | 0.53% |
| East Coast Asset Management, LLC. | 9,711 | $836,000 | 0.49% |
| Arete Wealth Advisors, LLC | 5,703 | $491,000 | 0.48% |
| Stearns Financial Services Group | 13,340 | $1,149,000 | 0.45% |