ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 329 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 15.12 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,210 | +23.7% | 782 | +33.0% | 0.00% | +33.3% |
| Q2 2023 | $36,546 | +11.6% | 588 | -2.5% | 0.00% | 0.0% |
| Q1 2023 | $32,760 | -95.9% | 603 | -95.6% | 0.00% | -95.1% |
| Q1 2022 | $793,000 | -28.8% | 13,679 | -20.9% | 0.06% | -27.4% |
| Q4 2021 | $1,114,000 | -23.1% | 17,304 | -32.3% | 0.08% | -30.6% |
| Q3 2021 | $1,448,000 | +115.8% | 25,550 | +1184.6% | 0.12% | +101.7% |
| Q2 2021 | $671,000 | -55.6% | 1,989 | -59.5% | 0.06% | -58.3% |
| Q1 2021 | $1,512,000 | +16.7% | 4,912 | +13.7% | 0.14% | +7.5% |
| Q4 2020 | $1,296,000 | +24.6% | 4,320 | +9.5% | 0.13% | +11.7% |
| Q3 2020 | $1,040,000 | +3.3% | 3,944 | -7.8% | 0.12% | -11.1% |
| Q2 2020 | $1,007,000 | +28.0% | 4,276 | -0.9% | 0.14% | +31.1% |
| Q1 2020 | $787,000 | -42.3% | 4,317 | -33.4% | 0.10% | -38.0% |
| Q4 2019 | $1,365,000 | -0.4% | 6,483 | -12.5% | 0.17% | -5.7% |
| Q3 2019 | $1,371,000 | +6.9% | 7,412 | +3.7% | 0.18% | +1.1% |
| Q2 2019 | $1,283,000 | -20.4% | 7,146 | -23.1% | 0.17% | -16.7% |
| Q1 2019 | $1,611,000 | +62.7% | 9,293 | +28.8% | 0.21% | +30.6% |
| Q4 2018 | $990,000 | +26.4% | 7,215 | +62.5% | 0.16% | +15.1% |
| Q3 2018 | $783,000 | +2.1% | 4,441 | 0.0% | 0.14% | -2.8% |
| Q2 2018 | $767,000 | – | 4,441 | – | 0.14% | – |
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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% |