ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 117 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $465,071 | +7.9% | 7,737 | +9.6% | 0.01% | 0.0% |
| Q1 2024 | $430,994 | +3.4% | 7,062 | +0.4% | 0.01% | 0.0% |
| Q4 2023 | $416,991 | +30.8% | 7,033 | +25.9% | 0.01% | 0.0% |
| Q3 2023 | $318,794 | -10.6% | 5,587 | -4.1% | 0.01% | 0.0% |
| Q2 2023 | $356,554 | +7.8% | 5,827 | +9.2% | 0.01% | 0.0% |
| Q1 2023 | $330,689 | +4.9% | 5,338 | +1.0% | 0.01% | 0.0% |
| Q4 2022 | $315,317 | +11.4% | 5,287 | +0.1% | 0.01% | -16.7% |
| Q3 2022 | $283,000 | +2.2% | 5,282 | +10.3% | 0.01% | +20.0% |
| Q2 2022 | $277,000 | -10.9% | 4,788 | -4.4% | 0.01% | 0.0% |
| Q1 2022 | $311,000 | -3.1% | 5,010 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $321,000 | +6.6% | 4,959 | -1.2% | 0.01% | 0.0% |
| Q3 2021 | $301,000 | -1.3% | 5,021 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $305,000 | +8.5% | 4,996 | +3.1% | 0.01% | -16.7% |
| Q1 2021 | $281,000 | -2.1% | 4,844 | -1.6% | 0.01% | -14.3% |
| Q4 2020 | $287,000 | +7.9% | 4,922 | +2.3% | 0.01% | 0.0% |
| Q3 2020 | $266,000 | +9.9% | 4,809 | +2.8% | 0.01% | 0.0% |
| Q2 2020 | $242,000 | +10.5% | 4,679 | +2.0% | 0.01% | -12.5% |
| Q1 2020 | $219,000 | -88.1% | 4,589 | -86.2% | 0.01% | -85.2% |
| Q4 2019 | $1,844,000 | – | 33,245 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 93,939 | $4,102,000 | 2.51% |
| Slow Capital, Inc. | 48,891 | $2,932,000 | 0.54% |
| Interchange Capital Partners, LLC | 3,374 | $202,000 | 0.34% |
| WealthBridge Capital Management, LLC | 14,759 | $885,000 | 0.33% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 33,838 | $2,029,265 | 0.23% |
| Financial & Tax Architects, LLC | 7,954 | $477,002 | 0.22% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,104,000 | 0.17% |
| Madden Advisory Services, Inc. | 3,912 | $235,000 | 0.17% |
| CALTON & ASSOCIATES, INC. | 12,324 | $739,000 | 0.16% |
| Richard Bernstein Advisors LLC | 131,571 | $7,890,000 | 0.16% |