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 2022 | $304,000 | -60.6% | 5,917 | -55.5% | 0.25% | -57.7% |
Q1 2022 | $771,000 | -35.9% | 13,293 | -28.8% | 0.58% | -35.0% |
Q4 2021 | $1,202,000 | +55.3% | 18,669 | +713.8% | 0.90% | +38.7% |
Q2 2021 | $774,000 | -34.5% | 2,294 | -40.2% | 0.65% | -41.0% |
Q1 2021 | $1,181,000 | -14.4% | 3,838 | -16.5% | 1.10% | -26.2% |
Q4 2020 | $1,379,000 | – | 4,596 | – | 1.49% | – |
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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% |