ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206 | -23.1% | 3,567 | -17.2% | 0.00% | 0.0% |
| Q2 2023 | $268 | -99.9% | 4,309 | +15.6% | 0.00% | 0.0% |
| Q1 2022 | $216,000 | -33.7% | 3,728 | -26.4% | 0.00% | -50.0% |
| Q4 2021 | $326,000 | +9.4% | 5,062 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $298,000 | -8.3% | 5,263 | -4.7% | 0.00% | 0.0% |
| Q2 2021 | $325,000 | +6.9% | 5,523 | +460.1% | 0.00% | -33.3% |
| Q1 2021 | $304,000 | +18.3% | 986 | +15.1% | 0.00% | 0.0% |
| Q4 2020 | $257,000 | +18.4% | 857 | +4.3% | 0.00% | 0.0% |
| Q3 2020 | $217,000 | – | 822 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 62,321 | $2,629,000 | 2.27% |
| Outlook Wealth Advisors, LLC | 110,619 | $4,666,000 | 2.09% |
| 4J Wealth Management LLC | 38,719 | $1,633,000 | 2.09% |
| PATTEN & PATTEN INC/TN | 519,487 | $21,912,000 | 2.08% |
| Flagship Private Wealth, LLC | 46,229 | $1,950,000 | 2.01% |
| FORTE ASSET MANAGEMENT LLC | 63,331 | $2,671,000 | 1.77% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,922 | $1,557,000 | 1.70% |
| EQ LLC | 44,233 | $1,866,000 | 1.61% |
| Dentgroup LLC | 32,160 | $1,340,000 | 1.35% |
| Bernardo Wealth Planning LLC | 51,025 | $2,255,000 | 1.28% |