ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 109 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,099 | +59.0% | 6,048 | +73.3% | 0.00% | – |
| Q1 2022 | $217,000 | -72.9% | 3,489 | -71.8% | 0.00% | – |
| Q4 2021 | $802,000 | -86.4% | 12,389 | -87.4% | 0.00% | -100.0% |
| Q3 2021 | $5,905,000 | -6.6% | 98,469 | -4.7% | 0.00% | 0.0% |
| Q2 2021 | $6,319,000 | +29.0% | 103,347 | +22.6% | 0.00% | 0.0% |
| Q1 2021 | $4,897,000 | -20.3% | 84,280 | -20.0% | 0.00% | -50.0% |
| Q4 2020 | $6,141,000 | -6.2% | 105,370 | -10.8% | 0.00% | 0.0% |
| Q3 2020 | $6,546,000 | +16.5% | 118,160 | +8.8% | 0.00% | 0.0% |
| Q2 2020 | $5,619,000 | +22.7% | 108,613 | +13.4% | 0.00% | 0.0% |
| Q1 2020 | $4,578,000 | +423.2% | 95,745 | +917.5% | 0.00% | – |
| Q4 2015 | $875,000 | +111.9% | 9,410 | +81.7% | 0.00% | – |
| Q2 2013 | $413,000 | – | 5,179 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 34,819 | $2,029,000 | 1.79% |
| Richard Bernstein Advisors LLC | 574,789 | $33,499,000 | 0.82% |
| WealthBridge Capital Management, LLC | 16,859 | $983,000 | 0.43% |
| Interchange Capital Partners, LLC | 13,118 | $764,000 | 0.41% |
| Slow Capital, Inc. | 27,602 | $1,609,000 | 0.38% |
| PATRON PARTNERS, LLC | 4,061 | $237,000 | 0.23% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 22,591 | $1,316,603 | 0.22% |
| Madden Advisory Services, Inc. | 3,850 | $224,000 | 0.19% |
| Cedar Brook Financial Partners, LLC | 8,025 | $468,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18,178 | $1,059,000 | 0.16% |