ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 146 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,965 | -71.1% | 87 | -69.0% | 0.00% | -69.2% |
| Q2 2023 | $17,195 | +0.6% | 281 | +1.8% | 0.01% | -7.1% |
| Q1 2023 | $17,099 | +3.9% | 276 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,461 | -87.2% | 276 | -88.5% | 0.01% | -86.5% |
| Q3 2022 | $129,000 | -7.9% | 2,405 | -0.3% | 0.10% | +2.0% |
| Q2 2022 | $140,000 | +27.3% | 2,412 | +36.2% | 0.10% | +37.8% |
| Q1 2022 | $110,000 | -2.7% | 1,771 | +1.4% | 0.07% | +1.4% |
| Q4 2021 | $113,000 | – | 1,747 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |