ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $227,890 | -7.0% | 3,940 | 0.0% | 0.02% | -5.6% |
Q2 2023 | $245,029 | +10.8% | 3,940 | -3.2% | 0.02% | +5.9% |
Q1 2023 | $221,245 | -6.3% | 4,070 | 0.0% | 0.02% | +6.2% |
Q1 2022 | $236,000 | -9.9% | 4,070 | 0.0% | 0.02% | -5.9% |
Q4 2021 | $262,000 | +12.4% | 4,070 | -1.0% | 0.02% | +6.2% |
Q3 2021 | $233,000 | +0.9% | 4,110 | +500.0% | 0.02% | 0.0% |
Q2 2021 | $231,000 | +10.0% | 685 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $210,000 | +2.4% | 685 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $205,000 | – | 685 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |