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 | $2,957,128 | -9.1% | 51,126 | -2.3% | 1.37% | -5.3% |
| Q2 2023 | $3,254,120 | +12.7% | 52,335 | -1.5% | 1.45% | +8.0% |
| Q1 2023 | $2,887,354 | +42.9% | 53,124 | +17.8% | 1.34% | +37.9% |
| Q4 2022 | $2,020,941 | +10.2% | 45,079 | +3.7% | 0.97% | -0.4% |
| Q3 2022 | $1,834,000 | -25.6% | 43,472 | -19.4% | 0.98% | -22.4% |
| Q2 2022 | $2,464,000 | +2.4% | 53,925 | +30.0% | 1.26% | +13.8% |
| Q1 2022 | $2,407,000 | +12.8% | 41,489 | +25.2% | 1.10% | +11.0% |
| Q4 2021 | $2,134,000 | +24.9% | 33,143 | +10.0% | 1.00% | +11.2% |
| Q3 2021 | $1,708,000 | +30.6% | 30,143 | +677.7% | 0.90% | +30.1% |
| Q2 2021 | $1,308,000 | +13.3% | 3,876 | +3.4% | 0.69% | +1.8% |
| Q1 2021 | $1,154,000 | – | 3,749 | – | 0.68% | – |
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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% |