ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 109 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $19,000 | -5.0% | 319 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $20,000 | +17.6% | 319 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | 0.0% | 315 | +1.0% | 0.01% | -20.0% |
| Q3 2020 | $17,000 | +6.2% | 312 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $16,000 | +6.7% | 312 | +0.6% | 0.01% | -15.4% |
| Q1 2020 | $15,000 | -11.8% | 310 | +0.3% | 0.01% | 0.0% |
| Q4 2019 | $17,000 | 0.0% | 309 | +0.3% | 0.01% | -18.8% |
| Q3 2019 | $17,000 | +112.5% | 308 | +106.7% | 0.02% | +128.6% |
| Q2 2019 | $8,000 | +14.3% | 149 | 0.0% | 0.01% | +40.0% |
| Q1 2019 | $7,000 | +16.7% | 149 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $6,000 | – | 149 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |