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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B, B, H, & B INC. | 107,809 | $6,942,000 | 5.79% |
| Goodwin Investment Advisory | 79,083 | $5,099,000 | 3.82% |
| OmniStar Financial Group, Inc. | 47,931 | $3,086,000 | 3.16% |
| MA Private Wealth | 266,644 | $17,169,000 | 3.08% |
| ONE Advisory Partners, LLC | 78,450 | $5,051,000 | 2.88% |
| HawsGoodwin Investment Management LLC | 146,314 | $9,421,000 | 2.74% |
| Keystone Financial Services | 78,003 | $5,022,000 | 2.58% |
| 4J Wealth Management LLC | 47,459 | $3,056,000 | 2.57% |
| Outlook Wealth Advisors, LLC | 131,574 | $8,472,000 | 2.49% |
| PATTEN & PATTEN INC/TN | 557,157 | $35,875,000 | 2.48% |