ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 240 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,125 | -7.0% | 1,368 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $85,076 | -44.8% | 1,368 | +173.6% | 0.04% | -51.7% |
| Q1 2021 | $154,000 | +2.7% | 500 | 0.0% | 0.09% | -16.3% |
| Q4 2020 | $150,000 | +13.6% | 500 | 0.0% | 0.10% | -12.6% |
| Q3 2020 | $132,000 | +12.8% | 500 | 0.0% | 0.12% | 0.0% |
| Q2 2020 | $117,000 | +28.6% | 500 | 0.0% | 0.12% | +2.6% |
| Q1 2020 | $91,000 | -1.1% | 500 | 0.0% | 0.12% | +93.3% |
| Q3 2019 | $92,000 | +2.2% | 500 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $90,000 | +4.7% | 500 | 0.0% | 0.06% | -7.6% |
| Q1 2019 | $86,000 | -2.3% | 500 | 0.0% | 0.07% | +57.1% |
| Q3 2018 | $88,000 | – | 500 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |