ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 112 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $329,000 | -35.2% | 2,080 | -37.0% | 0.01% | +33.3% |
| Q4 2017 | $508,000 | +209.8% | 3,300 | +187.0% | 0.01% | +50.0% |
| Q3 2017 | $164,000 | +343.2% | 1,150 | +238.2% | 0.01% | +500.0% |
| Q4 2016 | $37,000 | -2.6% | 340 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $38,000 | +15.2% | 340 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $33,000 | -81.0% | 340 | -80.5% | 0.00% | -80.0% |
| Q1 2016 | $174,000 | +43.8% | 1,740 | +40.3% | 0.01% | +25.0% |
| Q4 2015 | $121,000 | +290.3% | 1,240 | +264.7% | 0.00% | +300.0% |
| Q3 2015 | $31,000 | -6.1% | 340 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $33,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $33,000 | – | 340 | – | 0.00% | – |
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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% |