ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 232 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $249,747 | -1.8% | 2,996 | 0.0% | 0.17% | -6.7% |
Q4 2022 | $254,300 | +9.1% | 2,996 | -3.2% | 0.18% | +9.1% |
Q3 2022 | $233,000 | -7.2% | 3,096 | 0.0% | 0.16% | -0.6% |
Q2 2022 | $251,000 | -13.1% | 3,096 | -6.1% | 0.16% | +4.4% |
Q1 2022 | $289,000 | -3.0% | 3,296 | 0.0% | 0.16% | -0.6% |
Q4 2021 | $298,000 | +6.4% | 3,296 | -1.5% | 0.16% | -1.2% |
Q3 2021 | $280,000 | +13.4% | 3,346 | -2.9% | 0.16% | -21.8% |
Q3 2020 | $247,000 | +4.2% | 3,446 | 0.0% | 0.21% | -3.7% |
Q2 2020 | $237,000 | +12.9% | 3,446 | 0.0% | 0.21% | -11.2% |
Q1 2020 | $210,000 | -10.3% | 3,446 | +1.2% | 0.24% | +17.0% |
Q4 2019 | $234,000 | +12.5% | 3,406 | 0.0% | 0.21% | +5.1% |
Q3 2019 | $208,000 | -4.6% | 3,406 | -3.4% | 0.20% | -5.8% |
Q2 2019 | $218,000 | -7.6% | 3,526 | -9.7% | 0.21% | -14.4% |
Q2 2018 | $236,000 | +8.8% | 3,906 | +100.0% | 0.24% | -15.3% |
Q1 2018 | $217,000 | – | 1,953 | – | 0.29% | – |
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% |