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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $74,438 | +18.1% | 1,092 | +0.2% | 0.02% | +11.8% |
| Q3 2023 | $63,023 | -7.0% | 1,090 | +0.1% | 0.02% | -5.6% |
| Q2 2023 | $67,762 | +14.6% | 1,089 | +0.2% | 0.02% | +5.9% |
| Q1 2023 | $59,127 | +22.4% | 1,087 | +0.9% | 0.02% | +30.8% |
| Q4 2022 | $48,313 | +5.0% | 1,077 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $46,000 | -8.0% | 1,098 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $50,000 | -20.6% | 1,098 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $63,000 | +5.0% | 1,096 | +15.9% | 0.01% | +8.3% |
| Q4 2021 | $60,000 | +13.2% | 946 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $53,000 | +12.8% | 944 | +569.5% | 0.01% | +9.1% |
| Q2 2021 | $47,000 | +9.3% | 141 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $43,000 | +2.4% | 140 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $42,000 | +13.5% | 140 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $37,000 | +12.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $33,000 | +32.0% | 140 | +0.7% | 0.01% | +28.6% |
| Q1 2020 | $25,000 | -13.8% | 139 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $29,000 | +16.0% | 139 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $25,000 | 0.0% | 139 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 139 | +0.7% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | +31.6% | 138 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $19,000 | -20.8% | 138 | +0.7% | 0.01% | 0.0% |
| Q3 2018 | $24,000 | +9.1% | 137 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $22,000 | +4.8% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $21,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $21,000 | +23.5% | 137 | +12.3% | 0.01% | +25.0% |
| Q3 2017 | $17,000 | +6.2% | 122 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,000 | +6.7% | 122 | +0.8% | 0.00% | 0.0% |
| Q1 2017 | $15,000 | +15.4% | 121 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $13,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $13,000 | +18.2% | 121 | 0.0% | 0.00% | +33.3% |
| Q2 2016 | $11,000 | – | 121 | – | 0.00% | – |
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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% |