ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,499 | -8.2% | 11,959 | -4.8% | 0.13% | -3.6% |
| Q2 2023 | $451,640 | +6.2% | 12,563 | -2.3% | 0.14% | +5.3% |
| Q1 2023 | $425,082 | +102329.4% | 12,854 | -5.0% | 0.13% | -1.5% |
| Q4 2022 | $415 | -99.9% | 13,532 | -8.9% | 0.13% | -5.0% |
| Q3 2022 | $416,000 | -6.3% | 14,849 | -0.2% | 0.14% | +0.7% |
| Q2 2022 | $444,000 | -15.4% | 14,878 | +1.2% | 0.14% | -1.4% |
| Q1 2022 | $525,000 | -14.2% | 14,707 | -5.2% | 0.14% | -7.8% |
| Q4 2021 | $612,000 | +14.4% | 15,513 | +4.8% | 0.15% | +9.3% |
| Q3 2021 | $535,000 | – | 14,808 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 172,373 | $5,974 | 7.37% |
| Optas, LLC | 94,151 | $3,263,631 | 1.09% |
| Sharkey, Howes & Javer | 131,147 | $4,545,555 | 0.87% |
| Walkner Condon Financial Advisors LLC | 94,541 | $3,276,873 | 0.87% |
| One Wealth Advisors, LLC | 112,707 | $3,906,425 | 0.87% |
| GenWealth Group, Inc. | 74,750 | $2,590,835 | 0.79% |
| VERITY Wealth Advisors | 20,983 | $727,271 | 0.68% |
| TCWP LLC | 24,940 | $864,412 | 0.66% |
| Crew Capital Management, Ltd. | 16,916 | $586,309 | 0.63% |
| SigFig Wealth Management, LLC | 439,686 | $15,239,477 | 0.61% |