ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,132 | +3.4% | 3,540 | -9.6% | 0.06% | -3.0% |
| Q1 2023 | $212,867 | +1.8% | 3,915 | -16.1% | 0.07% | -5.7% |
| Q4 2022 | $209,171 | -6.6% | 4,666 | -4.8% | 0.07% | -23.9% |
| Q2 2022 | $224,000 | -28.0% | 4,899 | -8.5% | 0.09% | -20.7% |
| Q1 2022 | $311,000 | -35.3% | 5,357 | -28.3% | 0.12% | -35.2% |
| Q4 2021 | $481,000 | +28.6% | 7,473 | +13.2% | 0.18% | +16.2% |
| Q3 2021 | $374,000 | +55.2% | 6,599 | +824.2% | 0.15% | +57.1% |
| Q2 2021 | $241,000 | -16.0% | 714 | -23.5% | 0.10% | -21.6% |
| Q1 2021 | $287,000 | +18.1% | 933 | +15.3% | 0.12% | +15.7% |
| Q4 2020 | $243,000 | – | 809 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 71,969 | $3,289,010,000 | 2.54% |
| Intelligence Driven Advisers, LLC | 271,883 | $12,602,000 | 2.47% |
| Empowered Funds, LLC | 394,198 | $18,015,000 | 2.32% |
| OmniStar Financial Group, Inc. | 43,833 | $2,003,000 | 2.22% |
| 4J Wealth Management LLC | 38,119 | $1,742,000 | 2.19% |
| PATTEN & PATTEN INC/TN | 526,773 | $24,074,000 | 2.11% |
| FORTE ASSET MANAGEMENT LLC | 66,304 | $3,030,000 | 2.10% |
| Flagship Private Wealth, LLC | 45,899 | $2,098,000 | 2.04% |
| Outlook Wealth Advisors, LLC | 103,624 | $4,735,000 | 1.94% |
| Dentgroup LLC | 34,579 | $1,580,000 | 1.76% |