ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 164 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $642 | -2.6% | 11,100 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $659 | +5.8% | 10,600 | -23.7% | 0.00% | 0.0% |
| Q4 2022 | $623 | -99.9% | 13,900 | +4.5% | 0.00% | 0.0% |
| Q4 2021 | $856,000 | -7.9% | 13,300 | -18.9% | 0.00% | 0.0% |
| Q3 2021 | $929,000 | +181.5% | 16,400 | +1390.9% | 0.00% | – |
| Q4 2020 | $330,000 | -21.8% | 1,100 | -31.2% | 0.00% | – |
| Q3 2020 | $422,000 | +27.9% | 1,600 | +14.3% | 0.00% | – |
| Q2 2020 | $330,000 | -55.2% | 1,400 | -60.0% | 0.00% | -100.0% |
| Q4 2019 | $737,000 | +263.1% | 3,502 | +218.4% | 0.00% | – |
| Q3 2019 | $203,000 | -82.1% | 1,100 | -82.5% | 0.00% | -100.0% |
| Q2 2019 | $1,131,000 | +154.2% | 6,300 | +142.3% | 0.00% | – |
| Q1 2019 | $445,000 | +81.6% | 2,600 | +85.7% | 0.00% | – |
| Q3 2018 | $245,000 | -70.2% | 1,400 | -73.1% | 0.00% | – |
| Q2 2018 | $823,000 | 0.0% | 5,200 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $823,000 | +234.6% | 5,200 | +225.0% | 0.00% | – |
| Q4 2017 | $246,000 | – | 1,600 | – | 0.00% | – |
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% |