ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 356 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,439 | -7.0% | 630 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $39,180 | +14.4% | 630 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $34,247 | +21.3% | 630 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $28,243 | +4.6% | 630 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $27,000 | -6.9% | 630 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -21.6% | 630 | 0.0% | 0.01% | -28.6% |
| Q1 2022 | $37,000 | -9.8% | 630 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $41,000 | +13.9% | 630 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $36,000 | +2.9% | 630 | +500.0% | 0.01% | 0.0% |
| Q2 2021 | $35,000 | +9.4% | 105 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $32,000 | 0.0% | 105 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $32,000 | +6.7% | 105 | -6.2% | 0.01% | -9.1% |
| Q3 2020 | $30,000 | +15.4% | 112 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $26,000 | – | 112 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 71,969 | $3,289,010,000 | 2.54% |
| Intelligence Driven Advisers, LLC | 271,883 | $12,602,000 | 2.47% |
| Empowered Funds, LLC | 394,198 | $18,015,000 | 2.32% |
| OmniStar Financial Group, Inc. | 43,833 | $2,003,000 | 2.22% |
| 4J Wealth Management LLC | 38,119 | $1,742,000 | 2.19% |
| PATTEN & PATTEN INC/TN | 526,773 | $24,074,000 | 2.11% |
| FORTE ASSET MANAGEMENT LLC | 66,304 | $3,030,000 | 2.10% |
| Flagship Private Wealth, LLC | 45,899 | $2,098,000 | 2.04% |
| Outlook Wealth Advisors, LLC | 103,624 | $4,735,000 | 1.94% |
| Dentgroup LLC | 34,579 | $1,580,000 | 1.76% |