ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,531 | -7.0% | 4,245 | 0.0% | 0.02% | -20.8% |
| Q2 2023 | $263,997 | -17.7% | 4,245 | -28.1% | 0.02% | +20.0% |
| Q1 2023 | $320,833 | +22.5% | 5,902 | +30.4% | 0.02% | -28.6% |
| Q1 2022 | $262,000 | -10.3% | 4,525 | -0.3% | 0.03% | -6.7% |
| Q4 2021 | $292,000 | +7.0% | 4,537 | +0.4% | 0.03% | -14.3% |
| Q3 2021 | $273,000 | +20.3% | 4,519 | +572.5% | 0.04% | +9.4% |
| Q2 2021 | $227,000 | +13.5% | 672 | +3.1% | 0.03% | -5.9% |
| Q1 2021 | $200,000 | +115.1% | 652 | +0.6% | 0.03% | -15.0% |
| Q4 2018 | $93,000 | -9.7% | 648 | 0.0% | 0.04% | -14.9% |
| Q1 2018 | $103,000 | +3.0% | 648 | 0.0% | 0.05% | +2.2% |
| Q4 2017 | $100,000 | – | 648 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B, B, H, & B INC. | 107,809 | $6,942,000 | 5.79% |
| Goodwin Investment Advisory | 79,083 | $5,099,000 | 3.82% |
| OmniStar Financial Group, Inc. | 47,931 | $3,086,000 | 3.16% |
| MA Private Wealth | 266,644 | $17,169,000 | 3.08% |
| ONE Advisory Partners, LLC | 78,450 | $5,051,000 | 2.88% |
| HawsGoodwin Investment Management LLC | 146,314 | $9,421,000 | 2.74% |
| Keystone Financial Services | 78,003 | $5,022,000 | 2.58% |
| 4J Wealth Management LLC | 47,459 | $3,056,000 | 2.57% |
| Outlook Wealth Advisors, LLC | 131,574 | $8,472,000 | 2.49% |
| PATTEN & PATTEN INC/TN | 557,157 | $35,875,000 | 2.48% |