ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,295 | -37.2% | 5,226 | -32.5% | 0.10% | -38.0% |
| Q2 2023 | $481,500 | -56.4% | 7,742 | -61.9% | 0.16% | -54.2% |
| Q1 2023 | $1,104,476 | +17.9% | 20,318 | -2.8% | 0.36% | +12.3% |
| Q4 2022 | $937,073 | -4.2% | 20,903 | -9.9% | 0.32% | -16.1% |
| Q3 2022 | $978,000 | -11.1% | 23,189 | -3.9% | 0.38% | -8.9% |
| Q2 2022 | $1,100,000 | -19.9% | 24,141 | +2.0% | 0.42% | -13.5% |
| Q1 2022 | $1,373,000 | -10.8% | 23,676 | -1.0% | 0.48% | -12.4% |
| Q4 2021 | $1,540,000 | +8.0% | 23,921 | -4.9% | 0.55% | -2.7% |
| Q3 2021 | $1,426,000 | – | 25,160 | – | 0.56% | – |
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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% |