ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,924 | -1.8% | 263 | 0.0% | 0.00% | – |
| Q4 2022 | $22,323 | +11.6% | 263 | 0.0% | 0.00% | – |
| Q3 2022 | $20,000 | -31.0% | 263 | -19.1% | 0.00% | – |
| Q4 2021 | $29,000 | +7.4% | 325 | 0.0% | 0.00% | – |
| Q3 2021 | $27,000 | -3.6% | 325 | -3.3% | 0.00% | – |
| Q2 2021 | $28,000 | -34.9% | 336 | -39.1% | 0.00% | – |
| Q1 2021 | $43,000 | +2.4% | 552 | 0.0% | 0.00% | – |
| Q4 2020 | $42,000 | +5.0% | 552 | 0.0% | 0.00% | – |
| Q3 2020 | $40,000 | +81.8% | 552 | +69.8% | 0.00% | – |
| Q2 2020 | $22,000 | +10.0% | 325 | 0.0% | 0.00% | – |
| Q1 2020 | $20,000 | – | 325 | +32400.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q4 2014 | $517,000 | -14.8% | 5,197 | -16.6% | 0.00% | – |
| Q3 2014 | $607,000 | -9.1% | 6,228 | -12.1% | 0.00% | – |
| Q2 2014 | $668,000 | +163.0% | 7,086 | +152.5% | 0.00% | – |
| Q1 2014 | $254,000 | +27.6% | 2,806 | +21.2% | 0.00% | – |
| Q4 2013 | $199,000 | +282.7% | 2,316 | +250.9% | 0.00% | – |
| Q3 2013 | $52,000 | – | 660 | – | 0.00% | – |
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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% |