ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,642 | -7.0% | 3,953 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $245,837 | +9.4% | 3,953 | -4.4% | 0.01% | 0.0% |
| Q1 2023 | $224,779 | +0.0% | 4,135 | -17.5% | 0.01% | 0.0% |
| Q4 2022 | $224,688 | +6.0% | 5,012 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $212,000 | -85.7% | 5,012 | -84.6% | 0.01% | -84.4% |
| Q2 2022 | $1,486,000 | +72.6% | 32,512 | +119.0% | 0.03% | +100.0% |
| Q1 2022 | $861,000 | +173.3% | 14,845 | +202.6% | 0.02% | +166.7% |
| Q4 2021 | $315,000 | +13.3% | 4,906 | -0.3% | 0.01% | +20.0% |
| Q3 2021 | $278,000 | 0.0% | 4,919 | +496.2% | 0.01% | 0.0% |
| Q2 2021 | $278,000 | +9.4% | 825 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $254,000 | -2.3% | 825 | -4.6% | 0.01% | 0.0% |
| Q4 2020 | $260,000 | -4.1% | 865 | -15.9% | 0.01% | -28.6% |
| Q3 2020 | $271,000 | +19.9% | 1,029 | +7.3% | 0.01% | +16.7% |
| Q2 2020 | $226,000 | +4.6% | 959 | -6.3% | 0.01% | +20.0% |
| Q4 2019 | $216,000 | – | 1,024 | – | 0.01% | – |
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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% |