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 | $12,146 | -7.0% | 210 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $13,060 | +14.4% | 210 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $11,416 | +21.3% | 210 | 0.0% | 0.01% | +28.6% |
| Q4 2022 | $9,414 | +4.6% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 210 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $10,000 | -16.7% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $12,000 | -14.3% | 210 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $14,000 | +16.7% | 210 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $12,000 | – | 210 | – | 0.01% | – |
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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% |