ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 350 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 62,321 | $2,629,000 | 2.27% |
| Outlook Wealth Advisors, LLC | 110,619 | $4,666,000 | 2.09% |
| 4J Wealth Management LLC | 38,719 | $1,633,000 | 2.09% |
| PATTEN & PATTEN INC/TN | 519,487 | $21,912,000 | 2.08% |
| Flagship Private Wealth, LLC | 46,229 | $1,950,000 | 2.01% |
| FORTE ASSET MANAGEMENT LLC | 63,331 | $2,671,000 | 1.77% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,922 | $1,557,000 | 1.70% |
| EQ LLC | 44,233 | $1,866,000 | 1.61% |
| Dentgroup LLC | 32,160 | $1,340,000 | 1.35% |
| Bernardo Wealth Planning LLC | 51,025 | $2,255,000 | 1.28% |