ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 206 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $524,256 | -0.2% | 11,254 | -3.2% | 0.18% | -5.1% |
| Q1 2024 | $525,074 | +11.7% | 11,630 | -1.5% | 0.20% | +5.4% |
| Q4 2023 | $469,937 | +17.7% | 11,802 | +2.4% | 0.18% | +6.3% |
| Q3 2023 | $399,404 | +0.3% | 11,523 | +4.1% | 0.17% | +3.6% |
| Q2 2023 | $398,020 | +9.1% | 11,071 | +0.4% | 0.17% | -0.6% |
| Q1 2023 | $364,819 | +0.9% | 11,032 | -6.5% | 0.17% | -6.1% |
| Q4 2022 | $361,561 | +21.7% | 11,793 | +11.2% | 0.18% | +19.2% |
| Q3 2022 | $297,000 | -10.0% | 10,603 | -4.1% | 0.15% | -1.3% |
| Q2 2022 | $330,000 | -29.5% | 11,052 | -15.8% | 0.15% | -17.7% |
| Q1 2022 | $468,000 | +123.9% | 13,124 | +147.6% | 0.19% | +135.4% |
| Q4 2021 | $209,000 | – | 5,300 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Invera Wealth Advisors, LLC | 168,896 | $8,044,516 | 8.25% |
| Balanced Rock Investment Advisors LLC | 200,659 | $9,346,696 | 7.86% |
| Financial Connections Group, Inc. | 194,290 | $9,050 | 4.70% |
| TCWP LLC | 25,537 | $1,189,523 | 2.92% |
| One Wealth Advisors, LLC | 113,340 | $5,102,567 | 1.09% |
| SigFig Wealth Management, LLC | 604,534 | $28,159,160 | 1.06% |
| Walkner Condon Financial Advisors LLC | 103,839 | $4,836,821 | 1.04% |
| Atwater Malick LLC | 60,905 | $2,836,955 | 0.98% |
| Optas, LLC | 79,280 | $3,692,945 | 0.95% |
| VERITY Wealth Advisors | 26,031 | $1,212,524 | 0.91% |