ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 57 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,210,435 | -5.8% | 19,782 | -4.6% | 0.02% | -8.3% |
| Q1 2023 | $1,284,690 | +14.6% | 20,738 | +10.3% | 0.02% | +4.3% |
| Q4 2022 | $1,121,443 | +104.6% | 18,803 | +57.7% | 0.02% | -4.2% |
| Q4 2018 | $548,000 | +104.5% | 11,922 | +290.1% | 0.02% | -11.1% |
| Q3 2014 | $268,000 | -1.1% | 3,056 | +1.3% | 0.03% | 0.0% |
| Q2 2014 | $271,000 | +3.8% | 3,016 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $261,000 | -11.2% | 3,016 | -11.5% | 0.03% | -6.9% |
| Q4 2013 | $294,000 | +5.8% | 3,407 | +0.9% | 0.03% | 0.0% |
| Q3 2013 | $278,000 | +4.5% | 3,378 | +1.2% | 0.03% | -9.4% |
| Q2 2013 | $266,000 | – | 3,339 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 159,434 | $7,763,000 | 5.14% |
| Richard Bernstein Advisors LLC | 1,969,649 | $113,885,000 | 2.47% |
| Money Design Co.,Ltd. | 232,620 | $13,450,000 | 1.01% |
| LFA - Lugano Financial Advisors SA | 23,740 | $1,372,000 | 0.96% |
| Capricorn Fund Managers Ltd | 80,160 | $4,635,000 | 0.84% |
| Slow Capital, Inc. | 52,787 | $3,052,000 | 0.74% |
| ALTFEST L J & CO INC | 64,767 | $3,745,000 | 0.67% |
| Interchange Capital Partners, LLC | 9,093 | $525,000 | 0.59% |
| Intelligent Financial Strategies | 8,808 | $509,000 | 0.52% |
| CALTON & ASSOCIATES, INC. | 13,985 | $808,000 | 0.45% |