ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 113 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $996,000 | -35.2% | 17,218 | -30.4% | 0.11% | -36.6% |
| Q1 2022 | $1,536,000 | -23.8% | 24,736 | -20.6% | 0.17% | -20.7% |
| Q4 2021 | $2,016,000 | -0.7% | 31,145 | -8.0% | 0.22% | -6.1% |
| Q3 2021 | $2,029,265 | -8.4% | 33,838 | -6.7% | 0.23% | -14.1% |
| Q2 2021 | $2,216,264 | +57.6% | 36,249 | +49.8% | 0.27% | +25.1% |
| Q1 2021 | $1,405,962 | +6.8% | 24,199 | +7.1% | 0.22% | -3.2% |
| Q4 2020 | $1,316,603 | +4.5% | 22,591 | -0.6% | 0.22% | -4.7% |
| Q3 2020 | $1,259,574 | +16.6% | 22,736 | +8.9% | 0.23% | +0.9% |
| Q2 2020 | $1,079,967 | – | 20,877 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 93,939 | $4,102,000 | 2.51% |
| Slow Capital, Inc. | 48,891 | $2,932,000 | 0.54% |
| Interchange Capital Partners, LLC | 3,374 | $202,000 | 0.34% |
| WealthBridge Capital Management, LLC | 14,759 | $885,000 | 0.33% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 33,838 | $2,029,265 | 0.23% |
| Financial & Tax Architects, LLC | 7,954 | $477,002 | 0.22% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,104,000 | 0.17% |
| Madden Advisory Services, Inc. | 3,912 | $235,000 | 0.17% |
| CALTON & ASSOCIATES, INC. | 12,324 | $739,000 | 0.16% |
| Richard Bernstein Advisors LLC | 131,571 | $7,890,000 | 0.16% |