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 | $5,718,105 | -4.9% | 98,861 | +2.2% | 1.40% | -14.9% |
| Q2 2023 | $6,014,689 | +85.7% | 96,715 | +62.3% | 1.64% | +53.4% |
| Q1 2023 | $3,239,095 | +19.6% | 59,586 | -1.4% | 1.07% | +4.4% |
| Q4 2022 | $2,709,256 | +4.6% | 60,434 | -1.5% | 1.03% | +6.5% |
| Q3 2022 | $2,589,000 | -0.3% | 61,379 | +8.1% | 0.96% | +5.6% |
| Q2 2022 | $2,596,000 | -26.9% | 56,803 | -7.2% | 0.91% | -12.5% |
| Q1 2022 | $3,549,000 | -1.1% | 61,181 | +9.8% | 1.04% | +0.5% |
| Q4 2021 | $3,589,000 | +18.8% | 55,731 | +522.6% | 1.04% | -5.7% |
| Q2 2021 | $3,021,000 | +19.6% | 8,951 | +9.0% | 1.10% | +1.7% |
| Q1 2021 | $2,526,000 | +1.6% | 8,209 | -0.9% | 1.08% | -4.5% |
| Q4 2020 | $2,486,000 | – | 8,285 | – | 1.13% | – |
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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% |