ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,407 | +14.5% | 3,271 | +0.1% | 0.12% | +21.0% |
| Q1 2023 | $177,665 | +13.8% | 3,268 | -6.1% | 0.10% | +14.9% |
| Q4 2022 | $156,112 | -12.8% | 3,482 | -18.1% | 0.09% | -9.4% |
| Q3 2022 | $179,000 | -2.7% | 4,250 | +5.4% | 0.10% | +17.1% |
| Q2 2022 | $184,000 | -21.4% | 4,034 | +0.1% | 0.08% | -12.8% |
| Q1 2022 | $234,000 | -13.0% | 4,030 | -3.6% | 0.09% | -9.6% |
| Q4 2021 | $269,000 | -10.0% | 4,180 | -20.7% | 0.10% | -14.8% |
| Q3 2021 | $299,000 | -1.0% | 5,272 | +488.4% | 0.12% | -2.4% |
| Q2 2021 | $302,000 | -2.9% | 896 | -11.2% | 0.12% | -23.3% |
| Q1 2021 | $311,000 | -29.6% | 1,009 | -31.4% | 0.16% | -61.0% |
| Q4 2020 | $442,000 | – | 1,471 | – | 0.42% | – |
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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% |