ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 203 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,851,000 | +13.5% | 37,300 | -0.3% | 0.03% | 0.0% |
| Q3 2019 | $6,918,000 | +0.3% | 37,400 | -2.6% | 0.03% | 0.0% |
| Q2 2019 | $6,894,000 | +10.4% | 38,400 | +5.2% | 0.03% | +8.3% |
| Q1 2019 | $6,244,000 | +18.8% | 36,500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $5,257,000 | -17.8% | 36,500 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $6,392,000 | +6.5% | 36,500 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $6,004,000 | +3.9% | 36,500 | 0.0% | 0.03% | -7.1% |
| Q1 2018 | $5,779,000 | +3.0% | 36,500 | 0.0% | 0.03% | +3.7% |
| Q4 2017 | $5,609,000 | +7.9% | 36,500 | 0.0% | 0.03% | +8.0% |
| Q3 2017 | $5,197,000 | +8.7% | 36,500 | 0.0% | 0.02% | +8.7% |
| Q2 2017 | $4,779,000 | – | 36,500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |