ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 166 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $319 | -19.4% | 6,856 | -21.8% | 0.00% | 0.0% |
| Q1 2024 | $396 | +2.3% | 8,770 | -9.7% | 0.00% | 0.0% |
| Q4 2023 | $387 | +8.4% | 9,712 | -5.7% | 0.00% | 0.0% |
| Q3 2023 | $357 | -5.1% | 10,303 | -1.4% | 0.00% | 0.0% |
| Q2 2023 | $376 | +5.0% | 10,448 | -3.4% | 0.00% | 0.0% |
| Q1 2023 | $358 | -4.3% | 10,818 | -11.2% | 0.00% | 0.0% |
| Q4 2022 | $374 | -99.9% | 12,184 | -10.4% | 0.00% | 0.0% |
| Q3 2022 | $406,000 | 0.0% | 13,602 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $406,000 | -11.2% | 13,602 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $457,000 | -8.2% | 12,816 | +1.5% | 0.00% | -50.0% |
| Q4 2021 | $498,000 | +16.1% | 12,631 | +6.4% | 0.00% | +100.0% |
| Q3 2021 | $429,000 | +57.1% | 11,868 | +58.1% | 0.00% | 0.0% |
| Q2 2021 | $273,000 | – | 7,508 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invera Wealth Advisors, LLC | 168,896 | $8,044,516 | 8.25% |
| Balanced Rock Investment Advisors LLC | 200,659 | $9,346,696 | 7.86% |
| Financial Connections Group, Inc. | 194,290 | $9,050 | 4.70% |
| TCWP LLC | 25,537 | $1,189,523 | 2.92% |
| One Wealth Advisors, LLC | 113,340 | $5,102,567 | 1.09% |
| SigFig Wealth Management, LLC | 604,534 | $28,159,160 | 1.06% |
| Walkner Condon Financial Advisors LLC | 103,839 | $4,836,821 | 1.04% |
| Atwater Malick LLC | 60,905 | $2,836,955 | 0.98% |
| Optas, LLC | 79,280 | $3,692,945 | 0.95% |
| VERITY Wealth Advisors | 26,031 | $1,212,524 | 0.91% |