ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 143 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $342,707 | -86.9% | 5,532 | -87.4% | 0.00% | -88.9% |
| Q4 2022 | $2,624,160 | -99.9% | 44,000 | -29.7% | 0.03% | -27.0% |
| Q3 2022 | $3,352,680,000 | +103730.3% | 62,550 | +12.0% | 0.04% | +15.6% |
| Q2 2022 | $3,229,000 | -15.5% | 55,850 | -9.3% | 0.03% | +6.7% |
| Q1 2022 | $3,823,000 | -38.0% | 61,550 | -35.3% | 0.03% | +30.4% |
| Q4 2021 | $6,162,000 | – | 95,200 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 82,341 | $3,442,000 | 1.99% |
| Financial & Tax Architects, LLC | 18,864 | $1,153,345 | 0.56% |
| Slow Capital, Inc. | 47,176 | $2,884,000 | 0.54% |
| WealthBridge Capital Management, LLC | 15,309 | $936,000 | 0.34% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 36,249 | $2,216,264 | 0.27% |
| Cedar Brook Financial Partners, LLC | 10,457 | $639,000 | 0.18% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,145,000 | 0.18% |
| Madden Advisory Services, Inc. | 3,763 | $230,000 | 0.17% |
| Richard Bernstein Advisors LLC | 129,945 | $7,945,000 | 0.16% |
| Crescent Grove Advisors, LLC | 21,550 | $1,318,000 | 0.14% |