ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 140 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,388 | -3.0% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $118,986 | +2.0% | 1,400 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $116,704 | -1.8% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $118,832 | +13.2% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $105,000 | -7.9% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $114,000 | -7.3% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $123,000 | -2.4% | 1,400 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $126,000 | +7.7% | 1,400 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $117,000 | +0.9% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $116,000 | +7.4% | 1,400 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $108,000 | +0.9% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $107,000 | +5.9% | 1,400 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $101,000 | +5.2% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $96,000 | +12.9% | 1,400 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $85,000 | -11.5% | 1,400 | 0.0% | 0.01% | +12.5% |
| Q4 2019 | $96,000 | +11.6% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $86,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $86,000 | +19.4% | 1,400 | +100.0% | 0.01% | 0.0% |
| Q1 2017 | $72,000 | +9.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $66,000 | -86.9% | 700 | +40.0% | 0.01% | +14.3% |
| Q3 2016 | $504,000 | – | 500 | – | 0.01% | – |
Download | ||||||
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% |