ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 419 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $837,117 | +10.5% | 10,108 | -0.1% | 0.03% | 0.0% |
| Q1 2024 | $757,333 | +12.3% | 10,123 | -2.2% | 0.03% | +4.0% |
| Q4 2023 | $674,656 | +9.0% | 10,355 | -3.2% | 0.02% | -13.8% |
| Q3 2023 | $618,782 | -6.9% | 10,698 | +0.1% | 0.03% | -14.7% |
| Q2 2023 | $664,620 | +55.1% | 10,687 | +35.6% | 0.03% | +36.0% |
| Q1 2023 | $428,396 | +110.0% | 7,881 | +124.1% | 0.02% | +78.6% |
| Q1 2022 | $204,000 | -10.5% | 3,516 | -12.4% | 0.01% | -17.6% |
| Q3 2021 | $228,000 | -51.5% | 4,015 | +188.2% | 0.02% | -54.1% |
| Q2 2021 | $470,000 | -5.2% | 1,393 | -13.6% | 0.04% | -19.6% |
| Q1 2021 | $496,000 | +1.4% | 1,613 | -0.9% | 0.05% | 0.0% |
| Q4 2020 | $489,000 | +2.9% | 1,628 | -9.7% | 0.05% | -14.8% |
| Q3 2020 | $475,000 | +5.1% | 1,803 | -6.0% | 0.05% | -11.5% |
| Q2 2020 | $452,000 | +19.3% | 1,919 | -7.7% | 0.06% | -11.6% |
| Q1 2020 | $379,000 | -17.8% | 2,078 | -5.2% | 0.07% | +9.5% |
| Q4 2019 | $461,000 | – | 2,192 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 12,982 | $3,940,000 | 4.82% |
| Sharkey, Howes & Javer | 39,524 | $11,859,000 | 3.96% |
| MA Private Wealth | 57,111 | $17,136,000 | 3.92% |
| Sanctuary Wealth Management, L.L.C. | 10,370 | $3,112,000 | 3.78% |
| OmniStar Financial Group, Inc. | 17,956 | $5,388,000 | 3.78% |
| B, B, H, & B INC. | 14,252 | $4,276,000 | 3.69% |
| ONE Advisory Partners, LLC | 16,705 | $5,012,000 | 3.43% |
| EXECUTIVE WEALTH GROUP LLC | 16,148 | $4,845,234 | 3.27% |
| High Falls Advisors, Inc | 34,265 | $10,281,000 | 2.98% |
| HawsGoodwin Investment Management LLC | 29,402 | $8,822,000 | 2.77% |