ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,007 | -11.7% | 6,672 | -10.3% | 0.01% | -16.7% |
| Q2 2023 | $532,401 | +3.7% | 7,442 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $513,552 | -1.8% | 7,442 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $523,024 | +88.1% | 7,442 | +64.1% | 0.01% | +50.0% |
| Q3 2022 | $278,000 | -76.2% | 4,536 | -74.5% | 0.00% | -73.3% |
| Q2 2022 | $1,170,000 | -17.3% | 17,798 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $1,414,000 | +2.5% | 17,798 | +3.2% | 0.02% | 0.0% |
| Q4 2021 | $1,380,000 | +23.5% | 17,243 | +21.1% | 0.02% | +15.4% |
| Q3 2021 | $1,117,000 | +4977.3% | 14,237 | +3854.7% | 0.01% | – |
| Q2 2017 | $22,000 | – | 360 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diversified, LLC | 300,519 | $23,876,000 | 9.72% |
| AVAII WEALTH MANAGEMENT, LLC | 41,732 | $3,316,000 | 3.06% |
| Bernardo Wealth Planning LLC | 63,876 | $5,075,000 | 2.52% |
| Outlook Wealth Advisors, LLC | 91,138 | $7,241,000 | 2.42% |
| Richard Bernstein Advisors LLC | 1,233,186 | $97,486,000 | 1.93% |
| EQ LLC | 32,317 | $2,568,000 | 1.86% |
| Northwest Capital Management Inc | 42,688 | $3,392,000 | 1.60% |
| CLIENT 1ST ADVISORY GROUP, LLC | 36,459 | $2,897,000 | 1.42% |
| Ayalon Insurance Comp Ltd. | 50,033 | $3,975,000 | 1.35% |
| Lineweaver Wealth Advisors, LLC | 37,996 | $3,018,000 | 0.86% |