ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 362 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,832,923 | +9.9% | 191,173 | -0.7% | 8.82% | +7.0% |
| Q1 2024 | $14,401,324 | +10.3% | 192,505 | +0.5% | 8.24% | +5.2% |
| Q4 2023 | $13,058,266 | +18.2% | 191,526 | +0.3% | 7.84% | +8.0% |
| Q3 2023 | $11,046,123 | -6.6% | 190,977 | +0.5% | 7.26% | -2.0% |
| Q2 2023 | $11,822,209 | +15.9% | 190,098 | +1.3% | 7.41% | +10.0% |
| Q1 2023 | $10,204,510 | +22.4% | 187,721 | +1.0% | 6.74% | +17.4% |
| Q4 2022 | $8,335,328 | – | 185,932 | – | 5.74% | – |
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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% |