ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 136 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,934 | -6.8% | 104 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $6,364 | -1.2% | 104 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $6,443 | +3.9% | 104 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $6,202 | +3.4% | 104 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | -99.8% | 104 | +258.6% | 0.01% | +100.0% |
| Q2 2022 | $3,683,000 | +61283.3% | 29 | -72.1% | 0.00% | -25.0% |
| Q1 2022 | $6,000 | -96.4% | 104 | -99.0% | 0.00% | +300.0% |
| Q4 2021 | $167,000 | +2683.3% | 10,809 | +10293.3% | 0.00% | -66.7% |
| Q2 2021 | $6,000 | – | 104 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 93,939 | $4,102,000 | 2.51% |
| Slow Capital, Inc. | 48,891 | $2,932,000 | 0.54% |
| Interchange Capital Partners, LLC | 3,374 | $202,000 | 0.34% |
| WealthBridge Capital Management, LLC | 14,759 | $885,000 | 0.33% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 33,838 | $2,029,265 | 0.23% |
| Financial & Tax Architects, LLC | 7,954 | $477,002 | 0.22% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,104,000 | 0.17% |
| Madden Advisory Services, Inc. | 3,912 | $235,000 | 0.17% |
| CALTON & ASSOCIATES, INC. | 12,324 | $739,000 | 0.16% |
| Richard Bernstein Advisors LLC | 131,571 | $7,890,000 | 0.16% |