ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 116 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,324 | -67.9% | 4,019 | -65.6% | 0.17% | -66.6% |
| Q2 2023 | $715,495 | -1.7% | 11,693 | -0.5% | 0.51% | -5.9% |
| Q1 2023 | $728,222 | +4.0% | 11,755 | +0.1% | 0.54% | +2.3% |
| Q4 2022 | $700,531 | +53.3% | 11,746 | +37.9% | 0.53% | +38.4% |
| Q3 2022 | $457,000 | -6.2% | 8,518 | +1.2% | 0.38% | -1.8% |
| Q2 2022 | $487,000 | +14.6% | 8,419 | +22.8% | 0.39% | +33.4% |
| Q1 2022 | $425,000 | -4.1% | 6,854 | +0.2% | 0.29% | 0.0% |
| Q4 2021 | $443,000 | +86.9% | 6,841 | +68.5% | 0.29% | +26.6% |
| Q4 2020 | $237,000 | – | 4,061 | – | 0.23% | – |
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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% |