ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 62,321 | $2,629,000 | 2.27% |
Outlook Wealth Advisors, LLC | 110,619 | $4,666,000 | 2.09% |
4J Wealth Management LLC | 38,719 | $1,633,000 | 2.09% |
PATTEN & PATTEN INC/TN | 519,487 | $21,912,000 | 2.08% |
Flagship Private Wealth, LLC | 46,229 | $1,950,000 | 2.01% |
FORTE ASSET MANAGEMENT LLC | 63,331 | $2,671,000 | 1.77% |
DEFINED WEALTH MANAGEMENT, LLC | 36,922 | $1,557,000 | 1.70% |
EQ LLC | 44,233 | $1,866,000 | 1.61% |
Dentgroup LLC | 32,160 | $1,340,000 | 1.35% |
Bernardo Wealth Planning LLC | 51,025 | $2,255,000 | 1.28% |