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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |