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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 71,969 | $3,289,010,000 | 2.54% |
| Intelligence Driven Advisers, LLC | 271,883 | $12,602,000 | 2.47% |
| Empowered Funds, LLC | 394,198 | $18,015,000 | 2.32% |
| OmniStar Financial Group, Inc. | 43,833 | $2,003,000 | 2.22% |
| 4J Wealth Management LLC | 38,119 | $1,742,000 | 2.19% |
| PATTEN & PATTEN INC/TN | 526,773 | $24,074,000 | 2.11% |
| FORTE ASSET MANAGEMENT LLC | 66,304 | $3,030,000 | 2.10% |
| Flagship Private Wealth, LLC | 45,899 | $2,098,000 | 2.04% |
| Outlook Wealth Advisors, LLC | 103,624 | $4,735,000 | 1.94% |
| Dentgroup LLC | 34,579 | $1,580,000 | 1.76% |