ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 128 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13,328,602 | +145.7% | 189,650 | +179.9% | 1.12% | +22.7% |
| Q4 2021 | $5,425,000 | -17.0% | 67,758 | -33.5% | 0.91% | -6.0% |
| Q2 2018 | $6,534,000 | +3.6% | 101,924 | +11.8% | 0.97% | +5.7% |
| Q1 2018 | $6,305,000 | +15.7% | 91,133 | +16.9% | 0.92% | +20.4% |
| Q4 2017 | $5,451,000 | +15.5% | 77,944 | +10.2% | 0.76% | +4.7% |
| Q3 2017 | $4,720,000 | +11.3% | 70,750 | +5.4% | 0.73% | -20.3% |
| Q2 2017 | $4,241,000 | +121.6% | 67,153 | +100.9% | 0.91% | +55.9% |
| Q2 2015 | $1,914,000 | – | 33,422 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diversified, LLC | 300,519 | $23,876,000 | 9.72% |
| AVAII WEALTH MANAGEMENT, LLC | 41,732 | $3,316,000 | 3.06% |
| Bernardo Wealth Planning LLC | 63,876 | $5,075,000 | 2.52% |
| Outlook Wealth Advisors, LLC | 91,138 | $7,241,000 | 2.42% |
| Richard Bernstein Advisors LLC | 1,233,186 | $97,486,000 | 1.93% |
| EQ LLC | 32,317 | $2,568,000 | 1.86% |
| Northwest Capital Management Inc | 42,688 | $3,392,000 | 1.60% |
| CLIENT 1ST ADVISORY GROUP, LLC | 36,459 | $2,897,000 | 1.42% |
| Ayalon Insurance Comp Ltd. | 50,033 | $3,975,000 | 1.35% |
| Lineweaver Wealth Advisors, LLC | 37,996 | $3,018,000 | 0.86% |