ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,314 | -7.0% | 2,253 | 0.0% | 0.06% | -11.6% |
| Q2 2023 | $140,115 | +14.4% | 2,253 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $122,474 | +21.3% | 2,253 | 0.0% | 0.07% | +15.0% |
| Q4 2022 | $101,002 | -54.5% | 2,253 | -57.1% | 0.06% | -56.5% |
| Q3 2022 | $222,000 | -7.5% | 5,253 | 0.0% | 0.14% | -4.8% |
| Q2 2022 | $240,000 | -21.3% | 5,253 | 0.0% | 0.14% | -13.2% |
| Q1 2022 | $305,000 | +916.7% | 5,253 | +1022.4% | 0.17% | +778.9% |
| Q4 2021 | $30,000 | – | 468 | – | 0.02% | – |
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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% |