ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 358 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $349,420 | +22.4% | 4,219 | +10.5% | 0.02% | +15.8% |
| Q1 2024 | $285,570 | +7.5% | 3,817 | -2.1% | 0.02% | -5.0% |
| Q4 2023 | $265,764 | +1.5% | 3,898 | -13.9% | 0.02% | -9.1% |
| Q3 2023 | $261,733 | -8.2% | 4,525 | -1.4% | 0.02% | -8.3% |
| Q2 2023 | $285,265 | +11.7% | 4,587 | -2.3% | 0.02% | +4.3% |
| Q1 2023 | $255,279 | -89.9% | 4,696 | -92.2% | 0.02% | -91.7% |
| Q3 2022 | $2,526,000 | -3.8% | 59,881 | +4.2% | 0.28% | -1.8% |
| Q2 2022 | $2,626,000 | -79.2% | 57,459 | -73.6% | 0.28% | -77.1% |
| Q1 2022 | $12,635,000 | -99.9% | 217,800 | -27.2% | 1.23% | -34.7% |
| Q4 2021 | $19,263,652,000 | +138507.4% | 299,171 | +22.0% | 1.88% | +4.8% |
| Q3 2021 | $13,898,000 | – | 245,291 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 12,982 | $3,940,000 | 4.82% |
| Sharkey, Howes & Javer | 39,524 | $11,859,000 | 3.96% |
| MA Private Wealth | 57,111 | $17,136,000 | 3.92% |
| Sanctuary Wealth Management, L.L.C. | 10,370 | $3,112,000 | 3.78% |
| OmniStar Financial Group, Inc. | 17,956 | $5,388,000 | 3.78% |
| B, B, H, & B INC. | 14,252 | $4,276,000 | 3.69% |
| ONE Advisory Partners, LLC | 16,705 | $5,012,000 | 3.43% |
| EXECUTIVE WEALTH GROUP LLC | 16,148 | $4,845,234 | 3.27% |
| High Falls Advisors, Inc | 34,265 | $10,281,000 | 2.98% |
| HawsGoodwin Investment Management LLC | 29,402 | $8,822,000 | 2.77% |