ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 115 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,942 | -6.7% | 700 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $42,833 | -1.2% | 700 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $43,365 | +3.9% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $41,748 | +9.9% | 700 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $38,000 | -5.0% | 700 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $40,000 | -7.0% | 700 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $43,000 | -4.4% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $45,000 | +7.1% | 700 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $42,000 | -2.3% | 700 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $43,000 | -17.3% | 700 | -21.9% | 0.02% | -24.1% |
| Q1 2021 | $52,000 | 0.0% | 896 | 0.0% | 0.03% | -6.5% |
| Q4 2020 | $52,000 | +33.3% | 896 | +28.0% | 0.03% | +19.2% |
| Q3 2020 | $39,000 | +8.3% | 700 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $36,000 | +9.1% | 700 | 0.0% | 0.03% | -10.3% |
| Q1 2020 | $33,000 | -15.4% | 700 | 0.0% | 0.03% | +3.6% |
| Q4 2019 | $39,000 | – | 700 | – | 0.03% | – |
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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% |