ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,151 | +4.0% | 3,411 | -14.1% | 0.09% | -9.7% |
| Q2 2022 | $204,000 | -18.1% | 3,971 | -18.2% | 0.10% | -23.7% |
| Q1 2022 | $249,000 | -21.7% | 4,855 | -1.6% | 0.14% | -21.1% |
| Q4 2021 | $318,000 | +6.7% | 4,933 | 0.0% | 0.17% | +3.0% |
| Q3 2021 | $298,000 | -1.3% | 4,933 | -4.9% | 0.17% | -7.3% |
| Q2 2021 | $302,000 | +8.2% | 5,186 | +503.0% | 0.18% | -6.3% |
| Q1 2021 | $279,000 | +2.2% | 860 | +1.8% | 0.19% | -1.0% |
| Q4 2020 | $273,000 | – | 845 | – | 0.19% | – |
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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% |