ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 146 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $929,126 | +58.2% | 14,998 | +52.3% | 0.18% | +47.9% |
| Q4 2022 | $587,156 | +21.6% | 9,845 | +9.2% | 0.12% | +16.7% |
| Q3 2022 | $483,000 | +1.0% | 9,014 | +9.0% | 0.10% | 0.0% |
| Q2 2022 | $478,000 | -8.3% | 8,272 | -1.5% | 0.10% | +7.4% |
| Q1 2022 | $521,000 | -26.2% | 8,394 | -23.0% | 0.10% | -32.1% |
| Q4 2021 | $706,000 | – | 10,908 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 82,341 | $3,442,000 | 1.99% |
| Financial & Tax Architects, LLC | 18,864 | $1,153,345 | 0.56% |
| Slow Capital, Inc. | 47,176 | $2,884,000 | 0.54% |
| WealthBridge Capital Management, LLC | 15,309 | $936,000 | 0.34% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 36,249 | $2,216,264 | 0.27% |
| Cedar Brook Financial Partners, LLC | 10,457 | $639,000 | 0.18% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,145,000 | 0.18% |
| Madden Advisory Services, Inc. | 3,763 | $230,000 | 0.17% |
| Richard Bernstein Advisors LLC | 129,945 | $7,945,000 | 0.16% |
| Crescent Grove Advisors, LLC | 21,550 | $1,318,000 | 0.14% |