ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $11,935 | +14.7% | 192 | +0.5% | 0.01% | +9.1% |
Q1 2023 | $10,405 | +21.3% | 191 | 0.0% | 0.01% | +57.1% |
Q4 2022 | $8,581 | +7.3% | 191 | +0.5% | 0.01% | +16.7% |
Q3 2022 | $8,000 | -11.1% | 190 | 0.0% | 0.01% | -14.3% |
Q2 2022 | $9,000 | -18.2% | 190 | +0.5% | 0.01% | 0.0% |
Q1 2022 | $11,000 | -8.3% | 189 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $12,000 | +9.1% | 189 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $11,000 | 0.0% | 189 | +509.7% | 0.01% | 0.0% |
Q2 2021 | $11,000 | -88.4% | 31 | -90.0% | 0.01% | -88.7% |
Q1 2021 | $95,000 | +41.8% | 309 | +39.2% | 0.06% | +37.8% |
Q4 2020 | $67,000 | – | 222 | – | 0.04% | – |
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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% |