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 | $617,963 | -5.5% | 10,684 | 0.0% | 0.08% | -1.3% |
| Q2 2023 | $654,182 | +12.6% | 10,684 | 0.0% | 0.08% | +6.8% |
| Q1 2023 | $580,783 | +21.2% | 10,684 | 0.0% | 0.07% | +17.5% |
| Q4 2022 | $479,000 | +6.2% | 10,684 | 0.0% | 0.06% | +5.0% |
| Q3 2022 | $451,000 | -7.6% | 10,684 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $488,000 | -21.3% | 10,684 | 0.0% | 0.06% | -6.2% |
| Q1 2022 | $620,000 | -9.9% | 10,684 | 0.0% | 0.06% | -1.5% |
| Q4 2021 | $688,000 | – | 10,684 | – | 0.07% | – |
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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% |