ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 204 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $491,367 | +9.6% | 5,275 | +2.0% | 0.00% | – |
| Q4 2023 | $448,429 | -39.6% | 5,171 | -43.5% | 0.00% | -100.0% |
| Q2 2022 | $742,000 | -7.4% | 9,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $801,000 | -3.1% | 9,150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $827,000 | +8.0% | 9,150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $766,000 | +24.6% | 9,150 | +23.6% | 0.00% | 0.0% |
| Q2 2021 | $615,000 | +7.9% | 7,400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $570,000 | +0.7% | 7,400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $566,000 | +6.6% | 7,400 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $531,000 | +68.0% | 7,400 | +60.9% | 0.00% | 0.0% |
| Q2 2020 | $316,000 | +12.9% | 4,600 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $280,000 | +1.8% | 4,600 | +15.0% | 0.00% | – |
| Q4 2019 | $275,000 | +12.7% | 4,000 | 0.0% | 0.00% | – |
| Q3 2019 | $244,000 | -1.2% | 4,000 | 0.0% | 0.00% | – |
| Q2 2019 | $247,000 | +1.2% | 4,000 | 0.0% | 0.00% | – |
| Q1 2019 | $244,000 | +7.5% | 4,000 | 0.0% | 0.00% | – |
| Q4 2018 | $227,000 | -9.9% | 4,000 | 0.0% | 0.00% | – |
| Q3 2018 | $252,000 | +11.5% | 4,000 | 0.0% | 0.00% | – |
| Q2 2018 | $226,000 | +1.3% | 4,000 | +100.0% | 0.00% | – |
| Q1 2018 | $223,000 | -10.4% | 2,000 | -9.6% | 0.00% | – |
| Q4 2017 | $249,000 | 0.0% | 2,213 | 0.0% | 0.00% | – |
| Q3 2017 | $249,000 | +2.9% | 2,213 | 0.0% | 0.00% | – |
| Q2 2017 | $242,000 | +6.1% | 2,213 | 0.0% | 0.00% | – |
| Q1 2017 | $228,000 | +8.6% | 2,213 | 0.0% | 0.00% | – |
| Q4 2016 | $210,000 | -3.7% | 2,213 | -12.5% | 0.00% | -100.0% |
| Q4 2013 | $218,000 | -34.7% | 2,530 | -39.8% | 0.00% | 0.0% |
| Q3 2013 | $334,000 | -9.5% | 4,200 | -16.0% | 0.00% | 0.0% |
| Q1 2013 | $369,000 | +43.0% | 5,000 | +25.2% | 0.00% | 0.0% |
| Q4 2012 | $258,000 | -36.3% | 3,995 | -36.5% | 0.00% | -50.0% |
| Q3 2012 | $405,000 | +12.5% | 6,295 | +5.0% | 0.00% | 0.0% |
| Q2 2012 | $360,000 | -10.4% | 5,995 | -10.5% | 0.00% | 0.0% |
| Q1 2012 | $402,000 | – | 6,695 | – | 0.00% | – |
Download | ||||||
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% |