ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,668,221 | -12.3% | 28,842 | -5.7% | 0.11% | -16.3% |
| Q2 2023 | $1,901,397 | +14.4% | 30,574 | 0.0% | 0.14% | +5.5% |
| Q1 2023 | $1,662,003 | +21.3% | 30,574 | 0.0% | 0.13% | -3.8% |
| Q4 2022 | $1,370,632 | +3.6% | 30,574 | -2.5% | 0.13% | -3.6% |
| Q3 2022 | $1,323,000 | -22.3% | 31,366 | -15.8% | 0.14% | -14.3% |
| Q2 2022 | $1,703,000 | -39.6% | 37,268 | -23.3% | 0.16% | -32.1% |
| Q1 2022 | $2,819,000 | -24.5% | 48,602 | -16.2% | 0.24% | -24.5% |
| Q4 2021 | $3,733,000 | +3.9% | 57,978 | -8.6% | 0.31% | -22.7% |
| Q3 2021 | $3,592,000 | +27.7% | 63,401 | +660.8% | 0.41% | +20.1% |
| Q2 2021 | $2,812,000 | +3.3% | 8,334 | -5.9% | 0.34% | -22.5% |
| Q1 2021 | $2,723,000 | +9.1% | 8,852 | +6.4% | 0.44% | -16.3% |
| Q4 2020 | $2,495,000 | +27.9% | 8,316 | +12.3% | 0.52% | +8.8% |
| Q3 2020 | $1,951,000 | +12.4% | 7,403 | +0.5% | 0.48% | -4.4% |
| Q2 2020 | $1,735,000 | +472.6% | 7,369 | +344.2% | 0.50% | +386.4% |
| Q1 2020 | $303,000 | – | 1,659 | – | 0.10% | – |
Download | ||||||
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% |