ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 141 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |