ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 92 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $7,327,000 | +2.0% | 67,964 | -5.8% | 0.20% | -3.4% |
| Q4 2014 | $7,182,000 | +2.5% | 72,140 | +0.6% | 0.21% | -1.0% |
| Q3 2014 | $7,009,000 | +4.5% | 71,739 | +0.9% | 0.21% | +3.0% |
| Q2 2014 | $6,704,000 | +3.0% | 71,068 | -0.5% | 0.20% | +3.6% |
| Q1 2014 | $6,508,000 | +5.6% | 71,459 | -0.2% | 0.20% | -1.0% |
| Q4 2013 | $6,164,000 | +8.0% | 71,584 | -0.4% | 0.20% | -2.0% |
| Q3 2013 | $5,710,000 | +11.8% | 71,853 | +4.4% | 0.20% | +2.0% |
| Q2 2013 | $5,107,000 | – | 68,818 | – | 0.20% | – |
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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% |