ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $925,417 | +27.2% | 23,240 | +10.8% | 0.80% | +16.2% |
| Q3 2023 | $727,271 | -3.6% | 20,983 | 0.0% | 0.68% | +1.0% |
| Q2 2023 | $754,339 | +44.8% | 20,983 | +33.2% | 0.68% | +40.2% |
| Q1 2023 | $520,886 | +7.2% | 15,751 | -0.6% | 0.48% | +1.3% |
| Q4 2022 | $485,716 | -31.1% | 15,842 | -37.1% | 0.48% | -34.0% |
| Q3 2022 | $705,000 | -6.2% | 25,175 | 0.0% | 0.72% | -1.1% |
| Q2 2022 | $752,000 | – | 25,175 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 144,371 | $4,045,000 | 3.41% |
| One Wealth Advisors, LLC | 143,321 | $4,016,000 | 1.31% |
| RWA WEALTH PARTNERS, LLC | 555,697 | $15,571,000 | 1.10% |
| VERITY Wealth Advisors | 25,175 | $705,000 | 0.72% |
| Sharkey, Howes & Javer | 117,588 | $3,295,000 | 0.72% |
| Walkner Condon Financial Advisors LLC | 76,909 | $2,155,000 | 0.70% |
| Horst & Graben Wealth Management LLC | 69,321 | $1,942,000 | 0.55% |
| F/M Investments LLC | 12,073 | $338,000 | 0.55% |
| Goodwin Investment Advisory | 25,650 | $719,000 | 0.54% |
| GenWealth Group, Inc. | 56,899 | $1,594,000 | 0.54% |