ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 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 ↓ |
|---|---|---|---|
| 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% |