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 | $1,060,387 | +4.9% | 12,804 | -5.2% | 0.36% | +4.4% |
| Q1 2024 | $1,010,608 | +35.2% | 13,509 | +23.2% | 0.34% | +22.4% |
| Q4 2023 | $747,730 | +32.4% | 10,967 | +12.3% | 0.28% | +17.1% |
| Q3 2023 | $564,750 | +56.4% | 9,764 | +68.2% | 0.24% | +62.2% |
| Q2 2023 | $361,013 | +34.6% | 5,805 | -8.7% | 0.15% | +7.2% |
| Q3 2022 | $268,277 | -36.4% | 6,360 | -31.1% | 0.14% | -34.6% |
| Q2 2022 | $422,029 | -34.9% | 9,235 | -17.3% | 0.21% | -24.6% |
| Q1 2022 | $648,150 | -18.4% | 11,173 | -9.4% | 0.28% | -12.2% |
| Q4 2021 | $794,442 | – | 12,338 | – | 0.32% | – |
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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% |