ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,000 | -33.3% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | -20.0% | 100 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | -50.0% | 50 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $10,000 | +100.0% | 100 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |