ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,920,303 | -6.5% | 55,404 | -3.0% | 0.03% | -6.7% |
| Q2 2023 | $2,054,183 | +14.1% | 57,140 | +5.0% | 0.03% | +3.4% |
| Q1 2023 | $1,800,397 | +10.5% | 54,442 | +2.4% | 0.03% | +3.6% |
| Q4 2022 | $1,630,039 | +1.8% | 53,165 | -6.9% | 0.03% | -9.7% |
| Q3 2022 | $1,601,000 | -4.9% | 57,130 | +1.4% | 0.03% | -3.1% |
| Q2 2022 | $1,683,000 | -23.9% | 56,328 | -9.2% | 0.03% | -11.1% |
| Q1 2022 | $2,213,000 | +5.8% | 62,018 | +16.9% | 0.04% | +9.1% |
| Q4 2021 | $2,092,000 | +85.3% | 53,046 | +69.6% | 0.03% | +73.7% |
| Q3 2021 | $1,129,000 | +17.0% | 31,269 | +17.6% | 0.02% | +11.8% |
| Q2 2021 | $965,000 | +6.6% | 26,585 | +2.9% | 0.02% | -10.5% |
| Q1 2021 | $905,000 | – | 25,840 | – | 0.02% | – |
Download | ||||||
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% |