ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 329 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 15.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,719 | -7.0% | 7,136 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $443,758 | +14.4% | 7,136 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $387,887 | +21.2% | 7,136 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $320,000 | -15.1% | 7,136 | -20.1% | 0.01% | -14.3% |
| Q3 2022 | $377,000 | -7.6% | 8,936 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $408,000 | -21.2% | 8,936 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $518,000 | -7.5% | 8,936 | +2.8% | 0.01% | -12.5% |
| Q4 2021 | $560,000 | +13.8% | 8,690 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $492,000 | +0.6% | 8,690 | +500.1% | 0.01% | 0.0% |
| Q2 2021 | $489,000 | +9.6% | 1,448 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $446,000 | +2.5% | 1,448 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $435,000 | +13.9% | 1,448 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $382,000 | +7.9% | 1,448 | -3.5% | 0.01% | -12.5% |
| Q2 2020 | $354,000 | +29.2% | 1,501 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $274,000 | -34.9% | 1,501 | -25.0% | 0.01% | -30.0% |
| Q4 2019 | $421,000 | +13.8% | 2,001 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $370,000 | +3.1% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $359,000 | +5.0% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $342,000 | +18.8% | 2,001 | 0.0% | 0.01% | +12.5% |
| Q4 2018 | $288,000 | -17.7% | 2,001 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $350,000 | +6.4% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $329,000 | +3.8% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $317,000 | +2.9% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $308,000 | +8.1% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $285,000 | +8.8% | 2,001 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $262,000 | +5.2% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $249,000 | +13.2% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $220,000 | -0.9% | 2,001 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $222,000 | +1.4% | 2,001 | -11.1% | 0.01% | 0.0% |
| Q2 2016 | $219,000 | -2.7% | 2,251 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $225,000 | +0.4% | 2,251 | -2.2% | 0.01% | 0.0% |
| Q4 2015 | $224,000 | +8.2% | 2,301 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $207,000 | -5.9% | 2,301 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $220,000 | -1.3% | 2,301 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $223,000 | +2.3% | 2,301 | 0.0% | 0.01% | +14.3% |
| Q4 2014 | $218,000 | +3.3% | 2,301 | 0.0% | 0.01% | -12.5% |
| Q3 2014 | $211,000 | +2.9% | 2,301 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $205,000 | +2.5% | 2,301 | -4.2% | 0.01% | +14.3% |
| Q4 2013 | $200,000 | – | 2,401 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 71,969 | $3,289,010,000 | 2.54% |
| Intelligence Driven Advisers, LLC | 271,883 | $12,602,000 | 2.47% |
| Empowered Funds, LLC | 394,198 | $18,015,000 | 2.32% |
| OmniStar Financial Group, Inc. | 43,833 | $2,003,000 | 2.22% |
| 4J Wealth Management LLC | 38,119 | $1,742,000 | 2.19% |
| PATTEN & PATTEN INC/TN | 526,773 | $24,074,000 | 2.11% |
| FORTE ASSET MANAGEMENT LLC | 66,304 | $3,030,000 | 2.10% |
| Flagship Private Wealth, LLC | 45,899 | $2,098,000 | 2.04% |
| Outlook Wealth Advisors, LLC | 103,624 | $4,735,000 | 1.94% |
| Dentgroup LLC | 34,579 | $1,580,000 | 1.76% |