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 | $271,732 | -7.0% | 4,698 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $292,169 | +14.4% | 4,698 | 0.0% | 0.04% | +7.9% |
| Q1 2023 | $255,383 | +21.3% | 4,698 | 0.0% | 0.04% | +15.2% |
| Q4 2022 | $210,611 | -2.0% | 4,698 | 0.0% | 0.03% | -5.7% |
| Q2 2022 | $215,000 | -21.2% | 4,698 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $273,000 | -9.9% | 4,698 | 0.0% | 0.04% | -7.9% |
| Q4 2021 | $303,000 | – | 4,698 | – | 0.04% | – |
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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% |