ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 74 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,177 | +18.4% | 35 | -14.6% | 0.00% | – |
Q4 2022 | $1,838 | -8.1% | 41 | -6.8% | 0.00% | – |
Q3 2022 | $2,000 | -83.3% | 44 | +10.0% | 0.00% | -100.0% |
Q4 2020 | $12,000 | -53.8% | 40 | -60.0% | 0.00% | -66.7% |
Q3 2020 | $26,000 | +8.3% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $24,000 | -14.3% | 100 | -35.5% | 0.00% | 0.0% |
Q1 2020 | $28,000 | -34.9% | 155 | -24.4% | 0.00% | -25.0% |
Q4 2019 | $43,000 | -18.9% | 205 | -28.1% | 0.00% | -20.0% |
Q3 2019 | $53,000 | +3.9% | 285 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $51,000 | -20.3% | 285 | -24.0% | 0.01% | -16.7% |
Q1 2019 | $64,000 | -1.5% | 375 | -16.7% | 0.01% | -14.3% |
Q4 2018 | $65,000 | -23.5% | 450 | -7.2% | 0.01% | -22.2% |
Q3 2018 | $85,000 | 0.0% | 485 | -5.8% | 0.01% | 0.0% |
Q2 2018 | $85,000 | -2.3% | 515 | -6.4% | 0.01% | -10.0% |
Q1 2018 | $87,000 | -17.1% | 550 | -19.2% | 0.01% | -23.1% |
Q4 2017 | $105,000 | -13.9% | 681 | -20.4% | 0.01% | -18.8% |
Q3 2017 | $122,000 | +8.0% | 855 | -1.2% | 0.02% | 0.0% |
Q2 2017 | $113,000 | +5.6% | 865 | 0.0% | 0.02% | +23.1% |
Q1 2017 | $107,000 | +12.6% | 865 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $95,000 | -1.0% | 865 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $96,000 | +14.3% | 865 | 0.0% | 0.01% | +8.3% |
Q2 2016 | $84,000 | -2.3% | 865 | 0.0% | 0.01% | -29.4% |
Q1 2016 | $86,000 | +2.4% | 865 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $84,000 | +7.7% | 865 | 0.0% | 0.02% | 0.0% |
Q3 2015 | $78,000 | -6.0% | 865 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $83,000 | -1.2% | 865 | 0.0% | 0.02% | -5.6% |
Q1 2015 | $84,000 | +2.4% | 865 | 0.0% | 0.02% | -5.3% |
Q4 2014 | $82,000 | +3.8% | 865 | 0.0% | 0.02% | -9.5% |
Q3 2014 | $79,000 | +2.6% | 865 | 0.0% | 0.02% | +5.0% |
Q2 2014 | $77,000 | +5.5% | 865 | 0.0% | 0.02% | -4.8% |
Q1 2014 | $73,000 | +1.4% | 865 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $72,000 | – | 865 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 62,321 | $2,629,000 | 2.27% |
Outlook Wealth Advisors, LLC | 110,619 | $4,666,000 | 2.09% |
4J Wealth Management LLC | 38,719 | $1,633,000 | 2.09% |
PATTEN & PATTEN INC/TN | 519,487 | $21,912,000 | 2.08% |
Flagship Private Wealth, LLC | 46,229 | $1,950,000 | 2.01% |
FORTE ASSET MANAGEMENT LLC | 63,331 | $2,671,000 | 1.77% |
DEFINED WEALTH MANAGEMENT, LLC | 36,922 | $1,557,000 | 1.70% |
EQ LLC | 44,233 | $1,866,000 | 1.61% |
Dentgroup LLC | 32,160 | $1,340,000 | 1.35% |
Bernardo Wealth Planning LLC | 51,025 | $2,255,000 | 1.28% |