ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 362 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $513,941 | +17.9% | 7,538 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $435,998 | -2.8% | 7,538 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $448,701 | +14.4% | 7,215 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $392,207 | +21.3% | 7,215 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $323,448 | +4.7% | 7,215 | -1.6% | 0.00% | 0.0% |
| Q3 2022 | $309,000 | -6.6% | 7,330 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $331,000 | – | 7,239 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 12,982 | $3,940,000 | 4.82% |
| Sharkey, Howes & Javer | 39,524 | $11,859,000 | 3.96% |
| MA Private Wealth | 57,111 | $17,136,000 | 3.92% |
| Sanctuary Wealth Management, L.L.C. | 10,370 | $3,112,000 | 3.78% |
| OmniStar Financial Group, Inc. | 17,956 | $5,388,000 | 3.78% |
| B, B, H, & B INC. | 14,252 | $4,276,000 | 3.69% |
| ONE Advisory Partners, LLC | 16,705 | $5,012,000 | 3.43% |
| EXECUTIVE WEALTH GROUP LLC | 16,148 | $4,845,234 | 3.27% |
| High Falls Advisors, Inc | 34,265 | $10,281,000 | 2.98% |
| HawsGoodwin Investment Management LLC | 29,402 | $8,822,000 | 2.77% |