ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 385 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,961 | +14.0% | 3,061 | +2.0% | 0.03% | +11.5% |
| Q1 2024 | $224,430 | +9.7% | 3,000 | 0.0% | 0.03% | +4.0% |
| Q4 2023 | $204,540 | +0.4% | 3,000 | -8.4% | 0.02% | -10.7% |
| Q2 2023 | $203,734 | -35.7% | 3,276 | -52.7% | 0.03% | -41.7% |
| Q2 2022 | $317,000 | -24.3% | 6,928 | -4.1% | 0.05% | -17.2% |
| Q1 2022 | $419,000 | -9.9% | 7,224 | 0.0% | 0.06% | -12.1% |
| Q4 2021 | $465,000 | +13.7% | 7,224 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $409,000 | +0.7% | 7,224 | +500.0% | 0.06% | 0.0% |
| Q2 2021 | $406,000 | +15.7% | 1,204 | +5.4% | 0.06% | +8.3% |
| Q1 2021 | $351,000 | +22.7% | 1,142 | +20.0% | 0.06% | +13.2% |
| Q4 2020 | $286,000 | – | 952 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 12,982 | $3,940,000 | 4.82% |
| Sharkey, Howes & Javer | 39,524 | $11,859,000 | 3.96% |
| MA Private Wealth | 57,111 | $17,136,000 | 3.92% |
| Sanctuary Wealth Management, L.L.C. | 10,370 | $3,112,000 | 3.78% |
| OmniStar Financial Group, Inc. | 17,956 | $5,388,000 | 3.78% |
| B, B, H, & B INC. | 14,252 | $4,276,000 | 3.69% |
| ONE Advisory Partners, LLC | 16,705 | $5,012,000 | 3.43% |
| EXECUTIVE WEALTH GROUP LLC | 16,148 | $4,845,234 | 3.27% |
| High Falls Advisors, Inc | 34,265 | $10,281,000 | 2.98% |
| HawsGoodwin Investment Management LLC | 29,402 | $8,822,000 | 2.77% |