ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 356 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,794 | +0.7% | 5,114 | +8.2% | 0.04% | +5.4% |
| Q2 2023 | $293,848 | +14.4% | 4,725 | 0.0% | 0.04% | +5.7% |
| Q1 2023 | $256,851 | +150105.3% | 4,725 | +24.2% | 0.04% | +40.0% |
| Q4 2022 | $171 | -99.9% | 3,805 | 0.0% | 0.02% | -3.8% |
| Q3 2022 | $160,000 | -2.4% | 3,805 | +5.9% | 0.03% | +4.0% |
| Q2 2022 | $164,000 | – | 3,594 | – | 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% |