ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 157 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $83,045 | +8.7% | 2,310 | 0.0% | 0.04% | +2.4% |
Q1 2023 | $76,392 | +71.2% | 2,310 | +58.8% | 0.04% | +61.5% |
Q4 2022 | $44,610 | +178.8% | 1,455 | +148.7% | 0.03% | +160.0% |
Q3 2022 | $16,000 | -61.0% | 585 | -57.3% | 0.01% | -58.3% |
Q2 2022 | $41,000 | -16.3% | 1,370 | 0.0% | 0.02% | -14.3% |
Q1 2022 | $49,000 | – | 1,370 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Connections Group, Inc. | 126,746 | $4,556 | 2.99% |
Trevian Wealth Management LLC | 7,336 | $264 | 2.11% |
Walkner Condon Financial Advisors LLC | 96,099 | $3,454,024 | 0.91% |
One Wealth Advisors, LLC | 120,406 | $4,328,596 | 0.91% |
Optas, LLC | 75,543 | $2,715,785 | 0.91% |
Sharkey, Howes & Javer | 128,558 | $4,621,660 | 0.88% |
GenWealth Group, Inc. | 76,660 | $2,755,927 | 0.79% |
VERITY Wealth Advisors | 20,983 | $754,339 | 0.68% |
Crew Capital Management, Ltd. | 15,871 | $570,562 | 0.65% |
Horst & Graben Wealth Management LLC | 69,496 | $2,498,000 | 0.60% |