ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $248,846 | +2.3% | 7,525 | -5.2% | 0.02% | -9.5% |
Q4 2022 | $243,282 | +1.4% | 7,935 | -7.2% | 0.02% | -4.5% |
Q3 2022 | $240,000 | -5.1% | 8,553 | +0.9% | 0.02% | 0.0% |
Q2 2022 | $253,000 | -7.7% | 8,480 | +10.4% | 0.02% | +4.8% |
Q1 2022 | $274,000 | +3.0% | 7,683 | +13.9% | 0.02% | +5.0% |
Q4 2021 | $266,000 | – | 6,746 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Connections Group, Inc. | 133,313 | $4,087 | 3.22% |
Sharkey, Howes & Javer | 131,072 | $4,018,668 | 0.92% |
One Wealth Advisors, LLC | 119,633 | $3,667,948 | 0.84% |
Walkner Condon Financial Advisors LLC | 87,656 | $2,687,710 | 0.80% |
GenWealth Group, Inc. | 76,579 | $2,347,912 | 0.77% |
Crew Capital Management, Ltd. | 14,694 | $450,518 | 0.65% |
Horst & Graben Wealth Management LLC | 69,913 | $2,144,000 | 0.56% |
F/M Investments LLC | 14,694 | $450,518 | 0.54% |
Goodwin Investment Advisory | 24,872 | $762,573 | 0.54% |
SPINNAKER TRUST | 206,332 | $6,326 | 0.49% |