ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,952 | +86.0% | 2,800 | +100.0% | 0.01% | 0.0% |
| Q2 2023 | $87,066 | +14.4% | 1,400 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $76,104 | +21.3% | 1,400 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $62,762 | +6.4% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $59,000 | -7.8% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $64,000 | -21.0% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $81,000 | -23.6% | 1,400 | -15.2% | 0.01% | -28.6% |
| Q4 2021 | $106,000 | +14.0% | 1,650 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $93,000 | 0.0% | 1,650 | +500.0% | 0.01% | 0.0% |
| Q2 2021 | $93,000 | +9.4% | 275 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $85,000 | -11.5% | 275 | -14.1% | 0.01% | -22.2% |
| Q4 2020 | $96,000 | +14.3% | 320 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | +12.0% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $75,000 | +29.3% | 320 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $58,000 | – | 320 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B, B, H, & B INC. | 107,809 | $6,942,000 | 5.79% |
| Goodwin Investment Advisory | 79,083 | $5,099,000 | 3.82% |
| OmniStar Financial Group, Inc. | 47,931 | $3,086,000 | 3.16% |
| MA Private Wealth | 266,644 | $17,169,000 | 3.08% |
| ONE Advisory Partners, LLC | 78,450 | $5,051,000 | 2.88% |
| HawsGoodwin Investment Management LLC | 146,314 | $9,421,000 | 2.74% |
| Keystone Financial Services | 78,003 | $5,022,000 | 2.58% |
| 4J Wealth Management LLC | 47,459 | $3,056,000 | 2.57% |
| Outlook Wealth Advisors, LLC | 131,574 | $8,472,000 | 2.49% |
| PATTEN & PATTEN INC/TN | 557,157 | $35,875,000 | 2.48% |