ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 203 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,088 | +24.5% | 330 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $15,332 | 0.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $15,332 | 0.0% | 342 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,332 | +2.2% | 342 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -11.8% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -92.3% | 345 | -90.9% | 0.00% | -92.2% |
| Q1 2022 | $220,000 | -32.1% | 3,802 | -24.4% | 0.05% | -33.8% |
| Q4 2021 | $324,000 | +59.6% | 5,028 | +40.3% | 0.08% | +42.6% |
| Q3 2021 | $203,000 | -52.2% | 3,585 | +184.5% | 0.05% | -51.4% |
| Q2 2021 | $425,000 | +8.7% | 1,260 | -0.8% | 0.11% | -1.8% |
| Q1 2021 | $391,000 | -13.9% | 1,270 | -16.1% | 0.11% | -21.5% |
| Q4 2020 | $454,000 | +5.1% | 1,514 | -7.5% | 0.14% | +71.4% |
| Q3 2020 | $432,000 | +5.9% | 1,637 | -5.5% | 0.08% | -45.5% |
| Q2 2020 | $408,000 | +24.4% | 1,732 | -3.8% | 0.15% | -3.1% |
| Q1 2020 | $328,000 | -14.6% | 1,800 | -1.4% | 0.16% | +2.6% |
| Q4 2019 | $384,000 | +28.9% | 1,825 | +13.3% | 0.16% | +52.0% |
| Q3 2019 | $298,000 | +2.1% | 1,611 | -1.0% | 0.10% | -12.8% |
| Q2 2019 | $292,000 | -25.7% | 1,628 | -29.2% | 0.12% | -29.1% |
| Q1 2019 | $393,000 | +28.4% | 2,298 | +8.2% | 0.16% | +9.3% |
| Q4 2018 | $306,000 | – | 2,123 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 71,969 | $3,289,010,000 | 2.54% |
| Intelligence Driven Advisers, LLC | 271,883 | $12,602,000 | 2.47% |
| Empowered Funds, LLC | 394,198 | $18,015,000 | 2.32% |
| OmniStar Financial Group, Inc. | 43,833 | $2,003,000 | 2.22% |
| 4J Wealth Management LLC | 38,119 | $1,742,000 | 2.19% |
| PATTEN & PATTEN INC/TN | 526,773 | $24,074,000 | 2.11% |
| FORTE ASSET MANAGEMENT LLC | 66,304 | $3,030,000 | 2.10% |
| Flagship Private Wealth, LLC | 45,899 | $2,098,000 | 2.04% |
| Outlook Wealth Advisors, LLC | 103,624 | $4,735,000 | 1.94% |
| Dentgroup LLC | 34,579 | $1,580,000 | 1.76% |