ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,415 | +14.4% | 71 | 0.0% | 0.00% | – |
| Q1 2023 | $3,859 | +93.0% | 71 | +6.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 67 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 67 | +1.5% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 66 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 66 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 66 | +500.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | -70.0% | 11 | -71.1% | 0.00% | -100.0% |
| Q3 2020 | $10,000 | -33.3% | 38 | -41.5% | 0.00% | -50.0% |
| Q2 2020 | $15,000 | +87.5% | 65 | +58.5% | 0.00% | +100.0% |
| Q4 2019 | $8,000 | – | 41 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |