ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 102 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 93,939 | $4,102,000 | 2.51% |
| Slow Capital, Inc. | 48,891 | $2,932,000 | 0.54% |
| Interchange Capital Partners, LLC | 3,374 | $202,000 | 0.34% |
| WealthBridge Capital Management, LLC | 14,759 | $885,000 | 0.33% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 33,838 | $2,029,265 | 0.23% |
| Financial & Tax Architects, LLC | 7,954 | $477,002 | 0.22% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,104,000 | 0.17% |
| Madden Advisory Services, Inc. | 3,912 | $235,000 | 0.17% |
| CALTON & ASSOCIATES, INC. | 12,324 | $739,000 | 0.16% |
| Richard Bernstein Advisors LLC | 131,571 | $7,890,000 | 0.16% |