ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 136 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,403 | -1.5% | 389 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $27,829 | +3.7% | 389 | 0.0% | 0.01% | -15.4% |
| Q1 2023 | $26,844 | -1.8% | 389 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $27,339 | -17.2% | 389 | -27.8% | 0.01% | -23.5% |
| Q3 2022 | $33,000 | -26.7% | 539 | -21.7% | 0.02% | -26.1% |
| Q2 2022 | $45,000 | -21.1% | 688 | -3.5% | 0.02% | -8.0% |
| Q1 2022 | $57,000 | +1.8% | 713 | +1.6% | 0.02% | +8.7% |
| Q4 2021 | $56,000 | -8.2% | 702 | -10.3% | 0.02% | -20.7% |
| Q3 2021 | $61,000 | +56.4% | 783 | +56.6% | 0.03% | +61.1% |
| Q2 2021 | $39,000 | +143.8% | 500 | +150.0% | 0.02% | +125.0% |
| Q1 2021 | $16,000 | +23.1% | 200 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $13,000 | +18.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | – | 200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diversified, LLC | 300,519 | $23,876,000 | 9.72% |
| AVAII WEALTH MANAGEMENT, LLC | 41,732 | $3,316,000 | 3.06% |
| Bernardo Wealth Planning LLC | 63,876 | $5,075,000 | 2.52% |
| Outlook Wealth Advisors, LLC | 91,138 | $7,241,000 | 2.42% |
| Richard Bernstein Advisors LLC | 1,233,186 | $97,486,000 | 1.93% |
| EQ LLC | 32,317 | $2,568,000 | 1.86% |
| Northwest Capital Management Inc | 42,688 | $3,392,000 | 1.60% |
| CLIENT 1ST ADVISORY GROUP, LLC | 36,459 | $2,897,000 | 1.42% |
| Ayalon Insurance Comp Ltd. | 50,033 | $3,975,000 | 1.35% |
| Lineweaver Wealth Advisors, LLC | 37,996 | $3,018,000 | 0.86% |