ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 350 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $900,508 | -0.6% | 15,569 | +6.8% | 0.04% | +2.3% |
| Q2 2023 | $906,162 | -28.5% | 14,571 | -37.5% | 0.04% | -43.6% |
| Q1 2023 | $1,267,410 | +17.1% | 23,315 | -3.5% | 0.08% | +1.3% |
| Q4 2022 | $1,082,626 | +134.3% | 24,150 | +120.4% | 0.08% | +102.6% |
| Q3 2022 | $462,000 | -11.7% | 10,958 | -4.2% | 0.04% | -13.6% |
| Q2 2022 | $523,000 | -55.3% | 11,444 | -43.2% | 0.04% | -47.0% |
| Q1 2022 | $1,169,000 | -35.1% | 20,144 | -28.0% | 0.08% | -38.1% |
| Q4 2021 | $1,800,000 | +35900.0% | 27,960 | +121465.2% | 0.13% | +4366.7% |
| Q2 2020 | $5,000 | – | 23 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B, B, H, & B INC. | 107,809 | $6,942,000 | 5.79% |
| Goodwin Investment Advisory | 79,083 | $5,099,000 | 3.82% |
| OmniStar Financial Group, Inc. | 47,931 | $3,086,000 | 3.16% |
| MA Private Wealth | 266,644 | $17,169,000 | 3.08% |
| ONE Advisory Partners, LLC | 78,450 | $5,051,000 | 2.88% |
| HawsGoodwin Investment Management LLC | 146,314 | $9,421,000 | 2.74% |
| Keystone Financial Services | 78,003 | $5,022,000 | 2.58% |
| 4J Wealth Management LLC | 47,459 | $3,056,000 | 2.57% |
| Outlook Wealth Advisors, LLC | 131,574 | $8,472,000 | 2.49% |
| PATTEN & PATTEN INC/TN | 557,157 | $35,875,000 | 2.48% |