ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 128 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,962 | -1.5% | 979 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $70,034 | +3.7% | 979 | +0.1% | 0.00% | -25.0% |
| Q1 2023 | $67,515 | -3.2% | 978 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $69,744 | -12.8% | 992 | -18.6% | 0.00% | -20.0% |
| Q3 2022 | $80,000 | 0.0% | 1,219 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $80,000 | -89.4% | 1,219 | -87.0% | 0.01% | -88.9% |
| Q4 2021 | $752,000 | -21.9% | 9,397 | -23.5% | 0.04% | +45.2% |
| Q3 2021 | $963,000 | -8.0% | 12,280 | -9.0% | 0.03% | -6.1% |
| Q2 2021 | $1,047,000 | +2729.7% | 13,488 | +2597.6% | 0.03% | +3200.0% |
| Q1 2021 | $37,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diversified, LLC | 300,519 | $23,876,000 | 9.72% |
| AVAII WEALTH MANAGEMENT, LLC | 41,732 | $3,316,000 | 3.06% |
| Bernardo Wealth Planning LLC | 63,876 | $5,075,000 | 2.52% |
| Outlook Wealth Advisors, LLC | 91,138 | $7,241,000 | 2.42% |
| Richard Bernstein Advisors LLC | 1,233,186 | $97,486,000 | 1.93% |
| EQ LLC | 32,317 | $2,568,000 | 1.86% |
| Northwest Capital Management Inc | 42,688 | $3,392,000 | 1.60% |
| CLIENT 1ST ADVISORY GROUP, LLC | 36,459 | $2,897,000 | 1.42% |
| Ayalon Insurance Comp Ltd. | 50,033 | $3,975,000 | 1.35% |
| Lineweaver Wealth Advisors, LLC | 37,996 | $3,018,000 | 0.86% |