ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,932 | -26.4% | 189 | -20.9% | 0.00% | 0.0% |
| Q2 2023 | $14,863 | +14.4% | 239 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $12,992 | -19.9% | 239 | -34.0% | 0.00% | 0.0% |
| Q4 2022 | $16,228 | +8.2% | 362 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -48.3% | 362 | -42.5% | 0.00% | -50.0% |
| Q2 2022 | $29,000 | -3.3% | 630 | +21.6% | 0.00% | +33.3% |
| Q1 2022 | $30,000 | -26.8% | 518 | -19.6% | 0.00% | -40.0% |
| Q4 2021 | $41,000 | -40.6% | 644 | -47.2% | 0.01% | -44.4% |
| Q3 2021 | $69,000 | -18.8% | 1,220 | +386.1% | 0.01% | -18.2% |
| Q2 2021 | $85,000 | +466.7% | 251 | +402.0% | 0.01% | +450.0% |
| Q1 2021 | $15,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -18.2% | 50 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $11,000 | +22.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -55.0% | 50 | -52.4% | 0.00% | -50.0% |
| Q2 2019 | $20,000 | -80.8% | 105 | -82.8% | 0.01% | -84.6% |
| Q1 2019 | $104,000 | +18.2% | 610 | 0.0% | 0.04% | +2.6% |
| Q4 2018 | $88,000 | – | 610 | – | 0.04% | – |
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% |