ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 200 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 25,484 | $2,574,000 | 2.68% |
| Oliver Luxxe Assets LLC | 24,814 | $2,506,000 | 2.13% |
| ASSETMARK, INC | 1,029,725 | $103,992,000 | 1.75% |
| JUNCTURE WEALTH STRATEGIES, LLC | 21,762 | $2,198,000 | 1.57% |
| FCA CORP /TX | 26,911 | $2,718,000 | 1.39% |
| Mirae Asset Global Investments Co., Ltd. | 516,614 | $52,172,000 | 1.35% |
| EXENCIAL WEALTH ADVISORS, LLC | 23,809 | $2,405,000 | 1.08% |
| Beaumont Financial Partners, LLC | 46,178 | $4,663,000 | 0.76% |
| MERIDIAN INVESTMENT COUNSEL INC. | 7,175 | $725,000 | 0.49% |
| East Coast Asset Management, LLC. | 8,361 | $844,000 | 0.46% |