ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 295 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $136,000 | -23.2% | 580 | -40.2% | 0.00% | 0.0% |
| Q1 2020 | $177,000 | +51.3% | 970 | +74.1% | 0.00% | 0.0% |
| Q4 2019 | $117,000 | +13.6% | 557 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $103,000 | +3.0% | 557 | 0.0% | 0.00% | +100.0% |
| Q2 2019 | $100,000 | +2.0% | 557 | -3.3% | 0.00% | -50.0% |
| Q1 2019 | $98,000 | +22.5% | 576 | +3.4% | 0.00% | +100.0% |
| Q4 2018 | $80,000 | -18.4% | 557 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $98,000 | +6.5% | 557 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $92,000 | +4.5% | 557 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $88,000 | +20.5% | 557 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $73,000 | +5.8% | 557 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $69,000 | – | 557 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |