ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 60 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,201 | -1.6% | 20 | 0.0% | 0.00% | – |
| Q1 2024 | $1,220 | -63.3% | 20 | -64.3% | 0.00% | – |
| Q4 2023 | $3,320 | -26.3% | 56 | -29.1% | 0.00% | – |
| Q3 2023 | $4,507 | -75.2% | 79 | -73.4% | 0.00% | – |
| Q2 2023 | $18,173 | +0.8% | 297 | +2.1% | 0.00% | – |
| Q1 2023 | $18,027 | +0.1% | 291 | -3.6% | 0.00% | -100.0% |
| Q4 2022 | $18,011 | +100.1% | 302 | +77.6% | 0.00% | – |
| Q3 2022 | $9,000 | -10.0% | 170 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | +25.0% | 170 | +34.9% | 0.00% | – |
| Q1 2022 | $8,000 | -20.0% | 126 | -19.2% | 0.00% | – |
| Q4 2021 | $10,000 | +66.7% | 156 | +64.2% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 95 | +5.6% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | +66.7% | 90 | +32.4% | 0.00% | – |
| Q1 2020 | $3,000 | -81.2% | 68 | -62.2% | 0.00% | -100.0% |
| Q3 2014 | $16,000 | 0.0% | 180 | 0.0% | 0.01% | -16.7% |
| Q2 2014 | $16,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $16,000 | – | 180 | – | 0.01% | – |
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% |