ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 377 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,433 | -7.0% | 457 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $28,421 | +157.6% | 457 | +125.1% | 0.01% | +100.0% |
| Q1 2023 | $11,035 | -49.9% | 203 | -58.7% | 0.00% | -57.1% |
| Q4 2022 | $22,012 | -65.1% | 491 | -64.6% | 0.01% | -58.8% |
| Q2 2022 | $63,000 | -18.2% | 1,386 | +4.0% | 0.02% | -15.0% |
| Q1 2022 | $77,000 | -28.0% | 1,333 | -19.6% | 0.02% | -23.1% |
| Q4 2021 | $107,000 | – | 1,658 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MA Private Wealth | 111,900 | $20,698,000 | 5.82% |
| Newfound Research LLC | 26,976 | $4,990,000 | 4.38% |
| Sharkey, Howes & Javer | 35,100 | $6,492,000 | 2.80% |
| PARK AVENUE SECURITIES LLC | 292,134 | $54,036,000 | 2.55% |
| Bernardo Wealth Planning LLC | 18,485 | $3,419,000 | 2.48% |
| Icon Wealth Partners, LLC | 33,511 | $6,199,000 | 2.12% |
| PATTEN & PATTEN INC/TN | 96,464 | $17,843,000 | 1.95% |
| Concorde Asset Management, LLC | 10,044 | $1,858,000 | 1.43% |
| Day & Ennis, LLC | 14,693 | $2,718,000 | 1.40% |
| Outlook Wealth Advisors, LLC | 12,713 | $2,351,000 | 1.40% |