ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -11.4% | 3,606 | -5.1% | 0.00% | +100.0% |
| Q1 2022 | $236,000 | +16.8% | 3,799 | +21.5% | 0.00% | 0.0% |
| Q4 2021 | $202,000 | -4.3% | 3,126 | -11.0% | 0.00% | -50.0% |
| Q3 2021 | $211,000 | -11.3% | 3,513 | -9.8% | 0.00% | 0.0% |
| Q2 2021 | $238,000 | -21.2% | 3,896 | -25.0% | 0.00% | 0.0% |
| Q1 2021 | $302,000 | +1.0% | 5,197 | +1.3% | 0.00% | -33.3% |
| Q4 2020 | $299,000 | +27.2% | 5,130 | +20.9% | 0.00% | 0.0% |
| Q3 2020 | $235,000 | -18.1% | 4,242 | -23.5% | 0.00% | -25.0% |
| Q2 2020 | $287,000 | -8.9% | 5,543 | -16.0% | 0.00% | 0.0% |
| Q1 2020 | $315,000 | -5.4% | 6,597 | +9.9% | 0.00% | 0.0% |
| Q4 2019 | $333,000 | +15.6% | 6,003 | +14.3% | 0.00% | +33.3% |
| Q3 2019 | $288,000 | +41.2% | 5,252 | +35.4% | 0.00% | +50.0% |
| Q2 2019 | $204,000 | -77.6% | 3,879 | -54.9% | 0.00% | -83.3% |
| Q4 2017 | $909,000 | +17.0% | 8,608 | +12.4% | 0.01% | +9.1% |
| Q3 2017 | $777,000 | +13.1% | 7,657 | +13.6% | 0.01% | -8.3% |
| Q2 2017 | $687,000 | – | 6,743 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 95,674 | $4,386,000 | 2.55% |
| Richard Bernstein Advisors LLC | 1,453,145 | $94,063,000 | 1.82% |
| Capricorn Fund Managers Ltd | 80,160 | $5,189,000 | 1.46% |
| Money Design Co.,Ltd. | 370,550 | $11,956,945 | 0.96% |
| Interchange Capital Partners, LLC | 10,727 | $694,000 | 0.70% |
| Intelligent Financial Strategies | 11,771 | $762,000 | 0.68% |
| Slow Capital, Inc. | 49,032 | $3,174,000 | 0.54% |
| ALTFEST L J & CO INC | 31,959 | $2,069,000 | 0.40% |
| Darrow Company, Inc. | 6,463 | $418,000 | 0.37% |
| RESOLUTE FINANCIAL, LLC | 7,437 | $481,000 | 0.36% |