ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,119 | -7.0% | 417 | 0.0% | 0.01% | +10.0% |
| Q2 2023 | $25,934 | -40.3% | 417 | -47.8% | 0.01% | -54.5% |
| Q1 2023 | $43,434 | +21.3% | 799 | 0.0% | 0.02% | +37.5% |
| Q4 2022 | $35,819 | -16.7% | 799 | -21.8% | 0.02% | -27.3% |
| Q3 2022 | $43,000 | -35.8% | 1,022 | -30.5% | 0.02% | -35.3% |
| Q2 2022 | $67,000 | -23.9% | 1,470 | -3.0% | 0.03% | -12.8% |
| Q1 2022 | $88,000 | -17.0% | 1,516 | -8.1% | 0.04% | -9.3% |
| Q4 2021 | $106,000 | +2.9% | 1,650 | -8.8% | 0.04% | -10.4% |
| Q3 2021 | $103,000 | -8.0% | 1,809 | +443.2% | 0.05% | -5.9% |
| Q2 2021 | $112,000 | +0.9% | 333 | -8.5% | 0.05% | -7.3% |
| Q1 2021 | $111,000 | -31.1% | 364 | -31.3% | 0.06% | -39.6% |
| Q4 2020 | $161,000 | +64.3% | 530 | +40.6% | 0.09% | +54.2% |
| Q3 2020 | $98,000 | – | 377 | – | 0.06% | – |
Download | ||||||
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% |