ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,358 | -4.8% | 11,551 | -1.2% | 0.30% | -3.0% |
| Q2 2023 | $420,399 | +8.7% | 11,694 | 0.0% | 0.30% | -2.3% |
| Q1 2023 | $386,721 | +5.2% | 11,694 | -2.5% | 0.31% | -1.9% |
| Q4 2022 | $367,613 | +1.6% | 11,990 | -7.9% | 0.32% | -12.9% |
| Q3 2022 | $362,000 | +30.7% | 13,013 | +40.5% | 0.36% | +18.2% |
| Q2 2022 | $277,000 | -56.6% | 9,264 | -48.2% | 0.31% | -49.9% |
| Q1 2022 | $638,000 | -26.9% | 17,876 | -19.2% | 0.62% | -25.3% |
| Q4 2021 | $873,000 | – | 22,131 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 144,371 | $4,045,000 | 3.41% |
| One Wealth Advisors, LLC | 143,321 | $4,016,000 | 1.31% |
| RWA WEALTH PARTNERS, LLC | 555,697 | $15,571,000 | 1.10% |
| VERITY Wealth Advisors | 25,175 | $705,000 | 0.72% |
| Sharkey, Howes & Javer | 117,588 | $3,295,000 | 0.72% |
| Walkner Condon Financial Advisors LLC | 76,909 | $2,155,000 | 0.70% |
| Horst & Graben Wealth Management LLC | 69,321 | $1,942,000 | 0.55% |
| F/M Investments LLC | 12,073 | $338,000 | 0.55% |
| Goodwin Investment Advisory | 25,650 | $719,000 | 0.54% |
| GenWealth Group, Inc. | 56,899 | $1,594,000 | 0.54% |