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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,573 | -15.5% | 1,549 | -9.1% | 0.01% | -20.0% |
| Q2 2023 | $106,011 | -4.2% | 1,705 | -17.3% | 0.02% | -16.7% |
| Q1 2023 | $110,669 | -44.9% | 2,062 | -39.6% | 0.02% | -51.4% |
| Q1 2022 | $201,000 | 0.0% | 3,413 | 0.0% | 0.04% | +12.1% |
| Q4 2021 | $201,000 | -62.1% | 3,413 | +120.2% | 0.03% | -65.3% |
| Q3 2021 | $530,000 | 0.0% | 1,550 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $530,000 | +15.7% | 1,550 | +4.2% | 0.10% | +5.6% |
| Q1 2021 | $458,000 | +5.3% | 1,487 | +2.5% | 0.09% | 0.0% |
| Q4 2020 | $435,000 | +45.0% | 1,451 | +27.7% | 0.09% | +8.4% |
| Q3 2020 | $300,000 | – | 1,136 | – | 0.08% | – |
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% |