ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $279,258 | +17.6% | 7,013 | 0.0% | 0.20% | +17.3% |
| Q3 2023 | $237,461 | -8.4% | 7,013 | +0.1% | 0.17% | -22.8% |
| Q2 2023 | $259,152 | +3.8% | 7,006 | -7.2% | 0.22% | -10.0% |
| Q1 2023 | $249,712 | +4.9% | 7,551 | -2.8% | 0.25% | +15.3% |
| Q4 2022 | $238,074 | +13.4% | 7,765 | +10.3% | 0.22% | +5.4% |
| Q2 2022 | $210,000 | -33.8% | 7,039 | -20.8% | 0.20% | -13.1% |
| Q1 2022 | $317,000 | – | 8,890 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 172,373 | $5,974 | 7.37% |
| Optas, LLC | 94,151 | $3,263,631 | 1.09% |
| Sharkey, Howes & Javer | 131,147 | $4,545,555 | 0.87% |
| Walkner Condon Financial Advisors LLC | 94,541 | $3,276,873 | 0.87% |
| One Wealth Advisors, LLC | 112,707 | $3,906,425 | 0.87% |
| GenWealth Group, Inc. | 74,750 | $2,590,835 | 0.79% |
| VERITY Wealth Advisors | 20,983 | $727,271 | 0.68% |
| TCWP LLC | 24,940 | $864,412 | 0.66% |
| Crew Capital Management, Ltd. | 16,916 | $586,309 | 0.63% |
| SigFig Wealth Management, LLC | 439,686 | $15,239,477 | 0.61% |