ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 118 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $163,000 | -15.1% | 2,800 | -14.8% | 0.04% | -22.9% |
| Q4 2020 | $192,000 | +8.5% | 3,288 | +2.9% | 0.05% | -17.2% |
| Q3 2020 | $177,000 | +71.8% | 3,196 | +60.8% | 0.06% | +48.7% |
| Q2 2020 | $103,000 | +1960.0% | 1,987 | +3874.0% | 0.04% | +875.0% |
| Q1 2018 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | -50.0% | 50 | -50.0% | 0.00% | -55.6% |
| Q3 2017 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $10,000 | +100.0% | 100 | +100.0% | 0.01% | +100.0% |
| Q1 2017 | $5,000 | -44.4% | 50 | -50.0% | 0.01% | -58.3% |
| Q4 2016 | $9,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 93,939 | $4,102,000 | 2.51% |
| Slow Capital, Inc. | 48,891 | $2,932,000 | 0.54% |
| Interchange Capital Partners, LLC | 3,374 | $202,000 | 0.34% |
| WealthBridge Capital Management, LLC | 14,759 | $885,000 | 0.33% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 33,838 | $2,029,265 | 0.23% |
| Financial & Tax Architects, LLC | 7,954 | $477,002 | 0.22% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,104,000 | 0.17% |
| Madden Advisory Services, Inc. | 3,912 | $235,000 | 0.17% |
| CALTON & ASSOCIATES, INC. | 12,324 | $739,000 | 0.16% |
| Richard Bernstein Advisors LLC | 131,571 | $7,890,000 | 0.16% |