ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 350 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,742 | -43.8% | 9,262 | -39.6% | 0.01% | -42.9% |
| Q2 2023 | $953,341 | +4.3% | 15,329 | -8.8% | 0.02% | 0.0% |
| Q1 2023 | $913,709 | -73.3% | 16,808 | -78.0% | 0.02% | -78.8% |
| Q4 2022 | $3,419,786 | +159.9% | 76,283 | +144.5% | 0.10% | +102.0% |
| Q3 2022 | $1,316,000 | +452.9% | 31,194 | +2663.0% | 0.05% | +157.9% |
| Q4 2019 | $238,000 | -4.0% | 1,129 | -15.9% | 0.02% | -13.6% |
| Q3 2019 | $248,000 | +24.0% | 1,342 | +20.4% | 0.02% | +46.7% |
| Q2 2019 | $200,000 | – | 1,115 | – | 0.02% | – |
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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% |