ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 302 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,759 | -1.5% | 2,878 | 0.0% | 0.05% | +8.2% |
| Q2 2023 | $205,912 | +1.7% | 2,878 | -0.1% | 0.05% | -14.0% |
| Q4 2022 | $202,399 | -9.2% | 2,880 | +2.8% | 0.06% | -1.7% |
| Q1 2022 | $223,000 | +7.7% | 2,801 | +8.4% | 0.06% | +9.4% |
| Q4 2021 | $207,000 | +3.5% | 2,583 | 0.0% | 0.05% | -8.6% |
| Q2 2021 | $200,000 | – | 2,583 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diversified, LLC | 300,519 | $23,876,000 | 9.72% |
| AVAII WEALTH MANAGEMENT, LLC | 41,732 | $3,316,000 | 3.06% |
| Bernardo Wealth Planning LLC | 63,876 | $5,075,000 | 2.52% |
| Outlook Wealth Advisors, LLC | 91,138 | $7,241,000 | 2.42% |
| Richard Bernstein Advisors LLC | 1,233,186 | $97,486,000 | 1.93% |
| EQ LLC | 32,317 | $2,568,000 | 1.86% |
| Northwest Capital Management Inc | 42,688 | $3,392,000 | 1.60% |
| CLIENT 1ST ADVISORY GROUP, LLC | 36,459 | $2,897,000 | 1.42% |
| Ayalon Insurance Comp Ltd. | 50,033 | $3,975,000 | 1.35% |
| Lineweaver Wealth Advisors, LLC | 37,996 | $3,018,000 | 0.86% |