ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 111 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,660,000 | +28.4% | 13,882 | -11.2% | 1.32% | -4.9% |
| Q1 2020 | $2,851,000 | +1238.5% | 15,633 | +1285.9% | 1.39% | +1390.3% |
| Q2 2019 | $213,000 | -90.3% | 1,128 | -91.5% | 0.09% | -90.4% |
| Q2 2018 | $2,186,000 | +19.4% | 13,290 | +3.3% | 0.96% | +52.5% |
| Q3 2017 | $1,831,000 | +692.6% | 12,862 | +511.6% | 0.63% | +857.6% |
| Q4 2016 | $231,000 | – | 2,103 | – | 0.07% | – |
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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% |