ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 419 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $477,043 | -4.2% | 5,760 | -13.5% | 0.25% | -11.0% |
| Q1 2024 | $498,010 | +26.8% | 6,657 | +15.6% | 0.28% | +10.6% |
| Q4 2023 | $392,717 | +17.9% | 5,760 | 0.0% | 0.26% | +8.5% |
| Q3 2023 | $333,158 | -7.0% | 5,760 | 0.0% | 0.24% | -7.5% |
| Q2 2023 | $358,214 | +14.4% | 5,760 | 0.0% | 0.25% | -0.8% |
| Q1 2023 | $313,114 | +21.3% | 5,760 | 0.0% | 0.26% | 0.0% |
| Q4 2022 | $258,221 | – | 5,760 | – | 0.26% | – |
Download | ||||||
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% |