ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 360 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 3.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $43,284 | +14.4% | 696 | 0.0% | 0.00% | – |
| Q1 2023 | $37,834 | +21.3% | 696 | 0.0% | 0.00% | – |
| Q4 2022 | $31,201 | +7.6% | 696 | 0.0% | 0.00% | – |
| Q3 2022 | $29,000 | -6.5% | 696 | 0.0% | 0.00% | – |
| Q2 2022 | $31,000 | -22.5% | 696 | 0.0% | 0.00% | – |
| Q1 2022 | $40,000 | -37.5% | 696 | -30.1% | 0.00% | – |
| Q4 2021 | $64,000 | +8.5% | 996 | -4.6% | 0.00% | – |
| Q3 2021 | $59,000 | +1.7% | 1,044 | +500.0% | 0.00% | – |
| Q2 2021 | $58,000 | +9.4% | 174 | 0.0% | 0.00% | – |
| Q1 2021 | $53,000 | -7.0% | 174 | -8.9% | 0.00% | – |
| Q4 2020 | $57,000 | +14.0% | 191 | 0.0% | 0.00% | – |
| Q3 2020 | $50,000 | -2.0% | 191 | -12.0% | 0.00% | – |
| Q2 2020 | $51,000 | +30.8% | 217 | 0.0% | 0.00% | – |
| Q1 2020 | $39,000 | -13.3% | 217 | 0.0% | 0.00% | – |
| Q4 2019 | $45,000 | +87.5% | 217 | +63.2% | 0.00% | – |
| Q3 2019 | $24,000 | +700.0% | 133 | +682.4% | 0.00% | – |
| Q2 2019 | $3,000 | – | 17 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |