ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 362 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,761 | -7.0% | 584 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,300 | +14.5% | 584 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $31,692 | +21.3% | 583 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $26,136 | -15.7% | 583 | -19.8% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -61.2% | 727 | -58.3% | 0.00% | -62.5% |
| Q2 2022 | $80,000 | -65.4% | 1,744 | -56.2% | 0.01% | -42.9% |
| Q1 2022 | $231,000 | -2.5% | 3,986 | +8.3% | 0.01% | -6.7% |
| Q4 2021 | $237,000 | -2.5% | 3,679 | -14.3% | 0.02% | -11.8% |
| Q3 2021 | $243,000 | – | 4,294 | – | 0.02% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2020 | $5,000 | -16.7% | 27 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $6,000 | +200.0% | 27 | +125.0% | 0.00% | – |
| Q4 2018 | $2,000 | -81.8% | 12 | -81.2% | 0.00% | -100.0% |
| Q3 2018 | $11,000 | – | 64 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |