ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 141 filers reported holding ISHARES TR in Q2 2022. 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 | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |