ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,358,927 | -5.6% | 68,059 | -2.1% | 0.58% | -2.7% |
| Q2 2023 | $2,498,000 | +8.4% | 69,496 | -0.3% | 0.60% | +4.2% |
| Q1 2023 | $2,305,000 | +7.5% | 69,698 | -0.3% | 0.57% | +2.0% |
| Q4 2022 | $2,144,000 | +10.4% | 69,913 | +0.9% | 0.56% | +1.8% |
| Q3 2022 | $1,942,000 | +0.1% | 69,321 | +6.7% | 0.55% | +4.6% |
| Q2 2022 | $1,940,000 | -24.7% | 64,952 | -10.0% | 0.53% | -16.2% |
| Q1 2022 | $2,575,000 | -5.4% | 72,136 | +4.6% | 0.63% | -7.6% |
| Q4 2021 | $2,721,000 | +9.7% | 68,986 | +0.4% | 0.68% | -0.4% |
| Q3 2021 | $2,481,000 | +65.7% | 68,686 | +66.6% | 0.68% | +63.6% |
| Q2 2021 | $1,497,000 | +24.0% | 41,238 | +13.3% | 0.42% | +10.0% |
| Q1 2021 | $1,207,000 | +139.0% | 36,383 | +125.5% | 0.38% | +118.4% |
| Q4 2020 | $505,000 | – | 16,132 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 172,373 | $5,974 | 7.37% |
| Optas, LLC | 94,151 | $3,263,631 | 1.09% |
| Sharkey, Howes & Javer | 131,147 | $4,545,555 | 0.87% |
| Walkner Condon Financial Advisors LLC | 94,541 | $3,276,873 | 0.87% |
| One Wealth Advisors, LLC | 112,707 | $3,906,425 | 0.87% |
| GenWealth Group, Inc. | 74,750 | $2,590,835 | 0.79% |
| VERITY Wealth Advisors | 20,983 | $727,271 | 0.68% |
| TCWP LLC | 24,940 | $864,412 | 0.66% |
| Crew Capital Management, Ltd. | 16,916 | $586,309 | 0.63% |
| SigFig Wealth Management, LLC | 439,686 | $15,239,477 | 0.61% |