ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $822,901 | -1.7% | 13,448 | -0.5% | 0.38% | -1.0% |
Q1 2023 | $837,367 | +1.3% | 13,517 | -2.5% | 0.39% | +21.2% |
Q4 2022 | $826,840 | +11.6% | 13,864 | +0.2% | 0.32% | -24.5% |
Q3 2022 | $741,000 | -8.3% | 13,835 | -1.1% | 0.42% | -5.6% |
Q2 2022 | $808,000 | -11.9% | 13,985 | -5.3% | 0.45% | +65.1% |
Q1 2022 | $917,000 | -4.7% | 14,774 | -0.6% | 0.27% | +5.8% |
Q4 2021 | $962,000 | +30.2% | 14,866 | +20.6% | 0.26% | +58.6% |
Q3 2021 | $739,000 | +4.4% | 12,324 | +6.4% | 0.16% | +20.0% |
Q2 2021 | $708,000 | +11.8% | 11,580 | +6.2% | 0.14% | +9.8% |
Q1 2021 | $633,000 | +6.2% | 10,899 | +6.7% | 0.12% | +16.0% |
Q4 2020 | $596,000 | +7.4% | 10,217 | +2.0% | 0.11% | -7.0% |
Q3 2020 | $555,000 | +13.5% | 10,016 | +6.0% | 0.11% | +6.5% |
Q2 2020 | $489,000 | +15.6% | 9,447 | +6.8% | 0.11% | +1.9% |
Q1 2020 | $423,000 | -13.1% | 8,845 | +0.7% | 0.10% | +7.1% |
Q4 2019 | $487,000 | – | 8,783 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fortis Advisors, LLC | 159,434 | $7,763,000 | 5.14% |
Richard Bernstein Advisors LLC | 1,969,649 | $113,885,000 | 2.47% |
Money Design Co.,Ltd. | 232,620 | $13,450,000 | 1.01% |
LFA - Lugano Financial Advisors SA | 23,740 | $1,372,000 | 0.96% |
Capricorn Fund Managers Ltd | 80,160 | $4,635,000 | 0.84% |
Slow Capital, Inc. | 52,787 | $3,052,000 | 0.74% |
ALTFEST L J & CO INC | 64,767 | $3,745,000 | 0.67% |
Interchange Capital Partners, LLC | 9,093 | $525,000 | 0.59% |
Intelligent Financial Strategies | 8,808 | $509,000 | 0.52% |
CALTON & ASSOCIATES, INC. | 13,985 | $808,000 | 0.45% |