ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,332 | +2.0% | 4,985 | +9.7% | 0.00% | – |
| Q2 2023 | $282,716 | +5.2% | 4,546 | -8.1% | 0.00% | – |
| Q1 2023 | $268,865 | +14.8% | 4,946 | -5.3% | 0.00% | – |
| Q4 2022 | $234,237 | -0.7% | 5,225 | +1.0% | 0.00% | – |
| Q2 2022 | $236,000 | -28.0% | 5,171 | -8.5% | 0.00% | – |
| Q1 2022 | $328,000 | -58.7% | 5,651 | -54.3% | 0.00% | – |
| Q4 2021 | $795,000 | +14.9% | 12,352 | +1.2% | 0.00% | – |
| Q3 2021 | $692,000 | +141.1% | 12,210 | +1338.2% | 0.00% | – |
| Q2 2021 | $287,000 | – | 849 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 71,969 | $3,289,010,000 | 2.54% |
| Intelligence Driven Advisers, LLC | 271,883 | $12,602,000 | 2.47% |
| Empowered Funds, LLC | 394,198 | $18,015,000 | 2.32% |
| OmniStar Financial Group, Inc. | 43,833 | $2,003,000 | 2.22% |
| 4J Wealth Management LLC | 38,119 | $1,742,000 | 2.19% |
| PATTEN & PATTEN INC/TN | 526,773 | $24,074,000 | 2.11% |
| FORTE ASSET MANAGEMENT LLC | 66,304 | $3,030,000 | 2.10% |
| Flagship Private Wealth, LLC | 45,899 | $2,098,000 | 2.04% |
| Outlook Wealth Advisors, LLC | 103,624 | $4,735,000 | 1.94% |
| Dentgroup LLC | 34,579 | $1,580,000 | 1.76% |