ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 385 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,210,331 | -4.5% | 14,614 | -13.7% | 0.71% | -7.0% |
| Q1 2024 | $1,267,132 | +8.4% | 16,938 | -1.2% | 0.77% | -3.9% |
| Q4 2023 | $1,168,469 | +15.7% | 17,138 | -1.8% | 0.80% | +17.8% |
| Q3 2023 | $1,009,655 | -15.7% | 17,456 | -9.3% | 0.68% | -12.6% |
| Q2 2023 | $1,197,158 | +14.1% | 19,250 | -0.2% | 0.78% | +12.0% |
| Q1 2023 | $1,048,958 | -60.4% | 19,297 | -67.3% | 0.69% | -59.8% |
| Q4 2022 | $2,647,538 | -0.9% | 59,057 | -6.7% | 1.73% | -2.5% |
| Q3 2022 | $2,671,000 | -11.8% | 63,331 | -4.5% | 1.77% | -15.5% |
| Q2 2022 | $3,030,000 | – | 66,304 | – | 2.10% | – |
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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% |