ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 112 filers reported holding ISHARES TR in Q2 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 | 82,341 | $3,442,000 | 1.99% |
| Financial & Tax Architects, LLC | 18,864 | $1,153,345 | 0.56% |
| Slow Capital, Inc. | 47,176 | $2,884,000 | 0.54% |
| WealthBridge Capital Management, LLC | 15,309 | $936,000 | 0.34% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 36,249 | $2,216,264 | 0.27% |
| Cedar Brook Financial Partners, LLC | 10,457 | $639,000 | 0.18% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,145,000 | 0.18% |
| Madden Advisory Services, Inc. | 3,763 | $230,000 | 0.17% |
| Richard Bernstein Advisors LLC | 129,945 | $7,945,000 | 0.16% |
| Crescent Grove Advisors, LLC | 21,550 | $1,318,000 | 0.14% |