ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $882,952 | +9.8% | 25,475 | +13.9% | 0.11% | +13.7% |
| Q2 2023 | $804,334 | +15.5% | 22,374 | +6.3% | 0.10% | +8.0% |
| Q1 2023 | $696,310 | +8.2% | 21,056 | +0.3% | 0.09% | +2.3% |
| Q4 2022 | $643,557 | +19.4% | 20,990 | +9.1% | 0.09% | +10.3% |
| Q3 2022 | $539,000 | +52.7% | 19,244 | +62.8% | 0.08% | +62.5% |
| Q2 2022 | $353,000 | +15.0% | 11,818 | +37.4% | 0.05% | +29.7% |
| Q1 2022 | $307,000 | – | 8,599 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 144,371 | $4,045,000 | 3.41% |
| One Wealth Advisors, LLC | 143,321 | $4,016,000 | 1.31% |
| RWA WEALTH PARTNERS, LLC | 555,697 | $15,571,000 | 1.10% |
| VERITY Wealth Advisors | 25,175 | $705,000 | 0.72% |
| Sharkey, Howes & Javer | 117,588 | $3,295,000 | 0.72% |
| Walkner Condon Financial Advisors LLC | 76,909 | $2,155,000 | 0.70% |
| Horst & Graben Wealth Management LLC | 69,321 | $1,942,000 | 0.55% |
| F/M Investments LLC | 12,073 | $338,000 | 0.55% |
| Goodwin Investment Advisory | 25,650 | $719,000 | 0.54% |
| GenWealth Group, Inc. | 56,899 | $1,594,000 | 0.54% |