ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 359 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,097,643 | -6.8% | 36,266 | +0.2% | 1.79% | -5.8% |
| Q2 2023 | $2,251,234 | +15.5% | 36,199 | +1.0% | 1.90% | +4.4% |
| Q1 2023 | $1,948,667 | +35.2% | 35,847 | +11.5% | 1.82% | +34.3% |
| Q4 2022 | $1,441,753 | -7.4% | 32,160 | -12.9% | 1.35% | -20.2% |
| Q3 2022 | $1,557,000 | -7.2% | 36,922 | +0.6% | 1.70% | -1.3% |
| Q2 2022 | $1,677,000 | -22.7% | 36,703 | -1.8% | 1.72% | -9.9% |
| Q1 2022 | $2,169,000 | -24.8% | 37,382 | -16.5% | 1.91% | -19.1% |
| Q4 2021 | $2,883,000 | +23.4% | 44,771 | +8.6% | 2.36% | +13.8% |
| Q3 2021 | $2,336,000 | +1.4% | 41,223 | +504.1% | 2.07% | +1.2% |
| Q2 2021 | $2,303,000 | +8.5% | 6,824 | -1.0% | 2.05% | +1.8% |
| Q1 2021 | $2,122,000 | +3.7% | 6,895 | +1.0% | 2.01% | -0.4% |
| Q4 2020 | $2,047,000 | – | 6,824 | – | 2.02% | – |
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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% |