ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
MA Private Wealth | 111,900 | $20,698,000 | 5.82% |
Newfound Research LLC | 26,976 | $4,990,000 | 4.38% |
Sharkey, Howes & Javer | 35,100 | $6,492,000 | 2.80% |
PARK AVENUE SECURITIES LLC | 292,134 | $54,036,000 | 2.55% |
Bernardo Wealth Planning LLC | 18,485 | $3,419,000 | 2.48% |
Icon Wealth Partners, LLC | 33,511 | $6,199,000 | 2.12% |
PATTEN & PATTEN INC/TN | 96,464 | $17,843,000 | 1.95% |
Concorde Asset Management, LLC | 10,044 | $1,858,000 | 1.43% |
Day & Ennis, LLC | 14,693 | $2,718,000 | 1.40% |
Outlook Wealth Advisors, LLC | 12,713 | $2,351,000 | 1.40% |