ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 302 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,479,309 | -3.6% | 21,437 | -1.8% | 0.28% | -9.9% |
Q4 2022 | $1,534,704 | +8.2% | 21,837 | -5.6% | 0.31% | +3.7% |
Q3 2022 | $1,418,000 | -12.0% | 23,134 | -5.7% | 0.30% | -12.2% |
Q2 2022 | $1,612,000 | -19.5% | 24,534 | -2.7% | 0.34% | -5.8% |
Q1 2022 | $2,003,000 | -57.0% | 25,215 | -56.6% | 0.36% | -60.6% |
Q4 2021 | $4,654,000 | – | 58,133 | – | 0.92% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Diversified, LLC | 275,298 | $21,597,000 | 11.48% |
Bernardo Wealth Planning LLC | 61,673 | $4,838,000 | 2.81% |
JB Capital LLC | 258,983 | $20,317,000 | 2.63% |
VIVID FINANCIAL MANAGEMENT, INC. | 72,714 | $5,704,000 | 2.34% |
EQ LLC | 37,933 | $2,976,000 | 2.27% |
Tri-Star Advisors Inc. | 62,269 | $5,051,000 | 2.22% |
ONE Advisory Partners, LLC | 44,894 | $3,522,000 | 2.19% |
Outlook Wealth Advisors, LLC | 81,433 | $6,388,000 | 2.09% |
High Falls Advisors, Inc | 94,649 | $7,425,000 | 2.02% |
Pettinga Financial Advisors LLC | 100,663 | $7,897,000 | 2.01% |