Per Stirling Capital Management, LLC. - ISHARES TR ownership

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
Per Stirling Capital Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$757,711
+6.7%
13,100
+14.7%
0.16%
+8.3%
Q2 2023$710,218
+14.4%
11,420
+0.0%
0.14%
+8.2%
Q1 2023$620,68211,4180.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
XPONANCE, INC. 251,305$21,237,0008.96%
FLOOD GAMBLE ASSOCIATES INC 78,855$6,662,0003.26%
SOL Capital Management CO 42,265$3,572,0001.40%
NewSquare Capital LLC 37,352$3,157,0001.27%
PATTEN & PATTEN INC/TN 93,718$7,920,0001.07%
WEST CHESTER CAPITAL ADVISORS, INC 8,020$678,0000.68%
Arete Wealth Advisors, LLC 5,771$488,0000.45%
PICTET BANK & TRUST Ltd 10,850$917,0000.37%
East Coast Asset Management, LLC. 7,089$599,0000.35%
COURIER CAPITAL LLC 19,940$1,685,0000.35%
View complete list of ISHARES TR shareholders