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 | $213,140 | -16.0% | 3,685 | -9.7% | 0.00% | 0.0% |
Q2 2023 | $253,735 | +108799.1% | 4,080 | -4.7% | 0.00% | 0.0% |
Q1 2023 | $233 | -99.9% | 4,281 | +3.4% | 0.00% | -20.0% |
Q1 2022 | $240,000 | -14.9% | 4,140 | +340.4% | 0.01% | -28.6% |
Q4 2021 | $282,000 | +37.6% | 940 | -74.1% | 0.01% | +75.0% |
Q3 2021 | $205,000 | -6.4% | 3,624 | +457.5% | 0.00% | 0.0% |
Q2 2021 | $219,000 | +6.8% | 650 | -2.3% | 0.00% | -20.0% |
Q1 2021 | $205,000 | -27.3% | 665 | -29.3% | 0.01% | -28.6% |
Q4 2020 | $282,000 | -19.0% | 940 | -28.8% | 0.01% | -30.0% |
Q3 2020 | $348,000 | -12.8% | 1,320 | -22.1% | 0.01% | -16.7% |
Q2 2020 | $399,000 | -2.4% | 1,695 | -24.5% | 0.01% | -20.0% |
Q1 2020 | $409,000 | -18.5% | 2,245 | -5.9% | 0.02% | 0.0% |
Q4 2019 | $502,000 | +8.2% | 2,385 | -5.0% | 0.02% | 0.0% |
Q3 2019 | $464,000 | +4.5% | 2,510 | +1.4% | 0.02% | +7.1% |
Q2 2019 | $444,000 | +4.2% | 2,475 | -0.6% | 0.01% | +7.7% |
Q1 2019 | $426,000 | – | 2,490 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |