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 | $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 ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 172,373 | $5,974 | 7.37% |
| Optas, LLC | 94,151 | $3,263,631 | 1.09% |
| Sharkey, Howes & Javer | 131,147 | $4,545,555 | 0.87% |
| Walkner Condon Financial Advisors LLC | 94,541 | $3,276,873 | 0.87% |
| One Wealth Advisors, LLC | 112,707 | $3,906,425 | 0.87% |
| GenWealth Group, Inc. | 74,750 | $2,590,835 | 0.79% |
| VERITY Wealth Advisors | 20,983 | $727,271 | 0.68% |
| TCWP LLC | 24,940 | $864,412 | 0.66% |
| Crew Capital Management, Ltd. | 16,916 | $586,309 | 0.63% |
| SigFig Wealth Management, LLC | 439,686 | $15,239,477 | 0.61% |