ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |