ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 68 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -80.0% | 56 | -78.1% | 0.00% | – |
| Q4 2019 | $15,000 | +25.0% | 256 | +2.4% | 0.00% | – |
| Q1 2015 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2014 | $12,000 | +300.0% | 250 | +233.3% | 0.00% | – |
| Q3 2013 | $3,000 | -66.7% | 75 | -65.0% | 0.00% | – |
| Q2 2013 | $9,000 | – | 214 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 65,393 | $3,154,000 | 2.46% |
| WRAPMANAGER INC | 16,369 | $789,000 | 0.29% |
| NTV ASSET MANAGEMENT LLC | 13,900 | $670,000 | 0.21% |
| PICTET BANK & TRUST Ltd | 11,200 | $540,000 | 0.16% |
| Regal Investment Advisors LLC | 12,567 | $606,000 | 0.16% |
| Evanson Asset Management, LLC | 7,842 | $378,000 | 0.09% |
| Perigon Wealth Management, LLC | 7,340 | $354,000 | 0.08% |
| Brookstone Capital Management | 14,183 | $684,000 | 0.07% |
| East Coast Asset Management, LLC. | 4,191 | $202,000 | 0.06% |
| Liberty Capital Management, Inc. | 1,400 | $68,000 | 0.04% |