ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $291,132 | +8.9% | 8,087 | 0.0% | 0.44% | +0.5% |
| Q1 2023 | $267,436 | +29.8% | 8,087 | +10.0% | 0.43% | +108.7% |
| Q3 2022 | $206,000 | -3.7% | 7,355 | +2.6% | 0.21% | -6.7% |
| Q2 2022 | $214,000 | -32.9% | 7,169 | -19.8% | 0.22% | -23.6% |
| Q1 2022 | $319,000 | -6.2% | 8,942 | +3.7% | 0.29% | -5.5% |
| Q4 2021 | $340,000 | +12.2% | 8,624 | +2.9% | 0.31% | +4.0% |
| Q3 2021 | $303,000 | – | 8,381 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Wealth Advisors, LLC | 76,430 | $2,775,000 | 0.88% |
| Walkner Condon Financial Advisors LLC | 47,451 | $1,726,000 | 0.63% |
| Horst & Graben Wealth Management LLC | 41,238 | $1,497,000 | 0.42% |
| Capital CS Group, LLC | 13,220 | $480,000 | 0.39% |
| SPINNAKER TRUST | 148,384 | $5,387,000 | 0.38% |
| RETIREMENT CAPITAL STRATEGIES | 22,538 | $818,000 | 0.31% |
| Goodwin Investment Advisory | 6,593 | $241,000 | 0.26% |
| 55I, LLC | 184,708 | $6,705,000 | 0.24% |
| Financial Advisors, LLC | 17,739 | $644,000 | 0.23% |
| Sharkey, Howes & Javer | 20,746 | $753,000 | 0.20% |