ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 78 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,481 | +26.4% | 61 | +35.6% | 0.00% | – |
| Q2 2023 | $2,754 | +137600.0% | 45 | +55.2% | 0.00% | – |
| Q1 2023 | $2 | -33.3% | 29 | -46.3% | 0.00% | – |
| Q4 2022 | $3 | -99.7% | 54 | +107.7% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 26 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -89.5% | 26 | -91.3% | 0.00% | – |
| Q4 2021 | $19,000 | -73.2% | 299 | -57.9% | 0.00% | -100.0% |
| Q1 2017 | $71,000 | +36.5% | 711 | +36.5% | 0.01% | +40.0% |
| Q3 2016 | $52,000 | +188.9% | 521 | +160.5% | 0.01% | +150.0% |
| Q1 2015 | $18,000 | -33.3% | 200 | -34.4% | 0.00% | -33.3% |
| Q4 2014 | $27,000 | – | 305 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |