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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,106 | -7.0% | 1,731 | 0.0% | 0.04% | -6.7% |
| Q2 2023 | $107,634 | +114404.3% | 1,731 | +0.3% | 0.04% | +4.7% |
| Q1 2023 | $94 | +22.1% | 1,726 | 0.0% | 0.04% | +16.2% |
| Q4 2022 | $77 | -99.8% | 1,726 | +56.2% | 0.04% | -2.6% |
| Q3 2022 | $47,000 | -40.5% | 1,105 | -35.7% | 0.04% | +15.2% |
| Q2 2022 | $79,000 | -24.0% | 1,719 | -4.0% | 0.03% | -17.5% |
| Q1 2022 | $104,000 | -9.6% | 1,790 | 0.0% | 0.04% | -20.0% |
| Q4 2021 | $115,000 | +13.9% | 1,790 | +0.2% | 0.05% | +8.7% |
| Q3 2021 | $101,000 | +1.0% | 1,786 | +499.3% | 0.05% | -4.2% |
| Q2 2021 | $100,000 | -13.0% | 298 | -20.3% | 0.05% | -7.7% |
| Q1 2021 | $115,000 | +30.7% | 374 | +26.4% | 0.05% | +30.0% |
| Q4 2020 | $88,000 | +17.3% | 296 | +4.6% | 0.04% | -4.8% |
| Q3 2020 | $75,000 | +11.9% | 283 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $67,000 | -55.3% | 283 | -60.2% | 0.04% | -57.1% |
| Q4 2019 | $150,000 | – | 711 | – | 0.10% | – |
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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% |