ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 228 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $80,000 | -14.0% | 440 | 0.0% | 0.02% | +14.3% |
| Q4 2019 | $93,000 | +14.8% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $81,000 | +2.5% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $79,000 | +5.3% | 440 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $75,000 | +19.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $63,000 | -18.2% | 440 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $77,000 | +6.9% | 440 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $72,000 | +2.9% | 440 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $70,000 | +2.9% | 440 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $68,000 | +7.9% | 440 | 0.0% | 0.02% | +7.1% |
| Q3 2017 | $63,000 | +8.6% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $58,000 | – | 440 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 62,321 | $2,629,000 | 2.27% |
| Outlook Wealth Advisors, LLC | 110,619 | $4,666,000 | 2.09% |
| 4J Wealth Management LLC | 38,719 | $1,633,000 | 2.09% |
| PATTEN & PATTEN INC/TN | 519,487 | $21,912,000 | 2.08% |
| Flagship Private Wealth, LLC | 46,229 | $1,950,000 | 2.01% |
| FORTE ASSET MANAGEMENT LLC | 63,331 | $2,671,000 | 1.77% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,922 | $1,557,000 | 1.70% |
| EQ LLC | 44,233 | $1,866,000 | 1.61% |
| Dentgroup LLC | 32,160 | $1,340,000 | 1.35% |
| Bernardo Wealth Planning LLC | 51,025 | $2,255,000 | 1.28% |