ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 286 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,818,000 | -6.8% | 43,106 | +1.1% | 0.08% | -4.9% |
| Q2 2022 | $1,951,000 | -39.4% | 42,641 | -23.3% | 0.08% | -33.9% |
| Q1 2022 | $3,222,000 | -13.2% | 55,593 | -3.5% | 0.12% | -28.7% |
| Q4 2021 | $3,713,000 | +12.4% | 57,585 | +33.5% | 0.17% | +8.1% |
| Q3 2021 | $3,302,000 | +54.4% | 43,146 | +262.5% | 0.16% | -16.6% |
| Q1 2020 | $2,139,000 | +12.5% | 11,903 | +7.8% | 0.19% | +19.9% |
| Q1 2019 | $1,902,000 | – | 11,046 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MA Private Wealth | 111,900 | $20,698,000 | 5.82% |
| Newfound Research LLC | 26,976 | $4,990,000 | 4.38% |
| Sharkey, Howes & Javer | 35,100 | $6,492,000 | 2.80% |
| PARK AVENUE SECURITIES LLC | 292,134 | $54,036,000 | 2.55% |
| Bernardo Wealth Planning LLC | 18,485 | $3,419,000 | 2.48% |
| Icon Wealth Partners, LLC | 33,511 | $6,199,000 | 2.12% |
| PATTEN & PATTEN INC/TN | 96,464 | $17,843,000 | 1.95% |
| Concorde Asset Management, LLC | 10,044 | $1,858,000 | 1.43% |
| Day & Ennis, LLC | 14,693 | $2,718,000 | 1.40% |
| Outlook Wealth Advisors, LLC | 12,713 | $2,351,000 | 1.40% |