ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,412 | -7.2% | 24,940 | -3.7% | 0.66% | +230.7% |
| Q2 2023 | $931,455 | +18.9% | 25,910 | +9.4% | 0.20% | +33.6% |
| Q1 2023 | $783,138 | +8.4% | 23,681 | +0.5% | 0.15% | +1.4% |
| Q4 2022 | $722,686 | +39.2% | 23,571 | +27.0% | 0.15% | +33.6% |
| Q3 2022 | $519,000 | -3.7% | 18,555 | +2.8% | 0.11% | -4.3% |
| Q2 2022 | $539,000 | -30.8% | 18,053 | -17.3% | 0.12% | -19.0% |
| Q1 2022 | $779,000 | -4.5% | 21,840 | +5.5% | 0.14% | -12.3% |
| Q4 2021 | $816,000 | – | 20,708 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Connections Group, Inc. | 133,313 | $4,087 | 3.22% |
| Sharkey, Howes & Javer | 131,072 | $4,018,668 | 0.92% |
| One Wealth Advisors, LLC | 119,633 | $3,667,948 | 0.84% |
| Walkner Condon Financial Advisors LLC | 87,656 | $2,687,710 | 0.80% |
| GenWealth Group, Inc. | 76,579 | $2,347,912 | 0.77% |
| Crew Capital Management, Ltd. | 14,694 | $450,518 | 0.65% |
| Horst & Graben Wealth Management LLC | 69,913 | $2,144,000 | 0.56% |
| F/M Investments LLC | 14,694 | $450,518 | 0.54% |
| Goodwin Investment Advisory | 24,872 | $762,573 | 0.54% |
| SPINNAKER TRUST | 206,332 | $6,326 | 0.49% |