ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,988 | -9.3% | 14,915 | -5.9% | 0.03% | -15.0% |
| Q2 2023 | $569,986 | +8.0% | 15,854 | -0.6% | 0.04% | -2.4% |
| Q1 2023 | $527,666 | +41.5% | 15,956 | +31.2% | 0.04% | +32.3% |
| Q4 2022 | $373,025 | +42.4% | 12,166 | +30.0% | 0.03% | +10.7% |
| Q3 2022 | $262,000 | -11.5% | 9,362 | -5.4% | 0.03% | +3.7% |
| Q2 2022 | $296,000 | -26.9% | 9,900 | -12.8% | 0.03% | -18.2% |
| Q1 2022 | $405,000 | +23.5% | 11,351 | +36.4% | 0.03% | +37.5% |
| Q4 2021 | $328,000 | – | 8,323 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 172,373 | $5,974 | 7.37% |
| Optas, LLC | 94,151 | $3,263,631 | 1.09% |
| Sharkey, Howes & Javer | 131,147 | $4,545,555 | 0.87% |
| Walkner Condon Financial Advisors LLC | 94,541 | $3,276,873 | 0.87% |
| One Wealth Advisors, LLC | 112,707 | $3,906,425 | 0.87% |
| GenWealth Group, Inc. | 74,750 | $2,590,835 | 0.79% |
| VERITY Wealth Advisors | 20,983 | $727,271 | 0.68% |
| TCWP LLC | 24,940 | $864,412 | 0.66% |
| Crew Capital Management, Ltd. | 16,916 | $586,309 | 0.63% |
| SigFig Wealth Management, LLC | 439,686 | $15,239,477 | 0.61% |