ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457 | -60.0% | 8,016 | -57.0% | 0.00% | -50.0% |
| Q2 2023 | $1,142 | -5.2% | 18,657 | -4.1% | 0.00% | -20.0% |
| Q1 2023 | $1,205 | -30.1% | 19,451 | -32.7% | 0.01% | -28.6% |
| Q4 2022 | $1,724 | -99.6% | 28,910 | +284.0% | 0.01% | +250.0% |
| Q3 2022 | $404,000 | +99.0% | 7,528 | +114.3% | 0.00% | +100.0% |
| Q2 2022 | $203,000 | -9.4% | 3,513 | -2.7% | 0.00% | 0.0% |
| Q1 2022 | $224,000 | -6.3% | 3,610 | -2.3% | 0.00% | 0.0% |
| Q4 2021 | $239,000 | +12.2% | 3,694 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $213,000 | -19.6% | 3,555 | -17.9% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | +12.3% | 4,328 | +6.3% | 0.00% | 0.0% |
| Q1 2021 | $236,000 | – | 4,070 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |