ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,306 | -7.0% | 4,414 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $274,507 | +14.4% | 4,414 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $239,945 | +18.8% | 4,414 | 0.0% | 0.01% | +11.1% |
| Q2 2022 | $202,000 | -21.1% | 4,414 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $256,000 | -18.2% | 4,414 | -9.2% | 0.01% | -23.1% |
| Q4 2021 | $313,000 | +13.4% | 4,863 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $276,000 | -21.1% | 4,863 | +368.9% | 0.01% | -18.8% |
| Q2 2021 | $350,000 | +13.3% | 1,037 | +3.3% | 0.02% | 0.0% |
| Q1 2021 | $309,000 | +2.7% | 1,004 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $301,000 | +9.5% | 1,004 | -3.8% | 0.02% | 0.0% |
| Q3 2020 | $275,000 | +11.8% | 1,044 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $246,000 | +11.8% | 1,044 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $220,000 | +20.2% | 1,044 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $183,000 | -3.7% | 1,044 | -12.9% | 0.02% | -6.2% |
| Q1 2018 | $190,000 | – | 1,199 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B, B, H, & B INC. | 107,809 | $6,942,000 | 5.79% |
| Goodwin Investment Advisory | 79,083 | $5,099,000 | 3.82% |
| OmniStar Financial Group, Inc. | 47,931 | $3,086,000 | 3.16% |
| MA Private Wealth | 266,644 | $17,169,000 | 3.08% |
| ONE Advisory Partners, LLC | 78,450 | $5,051,000 | 2.88% |
| HawsGoodwin Investment Management LLC | 146,314 | $9,421,000 | 2.74% |
| Keystone Financial Services | 78,003 | $5,022,000 | 2.58% |
| 4J Wealth Management LLC | 47,459 | $3,056,000 | 2.57% |
| Outlook Wealth Advisors, LLC | 131,574 | $8,472,000 | 2.49% |
| PATTEN & PATTEN INC/TN | 557,157 | $35,875,000 | 2.48% |