ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,751 | -55.8% | 241 | -52.6% | 0.00% | – |
| Q2 2023 | $31,085 | +119.1% | 508 | +121.8% | 0.00% | – |
| Q1 2023 | $14,187 | +91.8% | 229 | +84.7% | 0.00% | – |
| Q4 2022 | $7,395 | -61.1% | 124 | -65.5% | 0.00% | – |
| Q3 2022 | $19,000 | +35.7% | 359 | +52.8% | 0.00% | – |
| Q2 2022 | $14,000 | +27.3% | 235 | +36.6% | 0.00% | – |
| Q1 2022 | $11,000 | 0.0% | 172 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | +1000.0% | 172 | +1333.3% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | -88.9% | 12 | -92.6% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 162 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | +12.5% | 162 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | +14.3% | 162 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | -41.7% | 162 | -30.2% | 0.00% | – |
| Q3 2018 | $12,000 | +9.1% | 232 | 0.0% | 0.00% | – |
| Q2 2018 | $11,000 | 0.0% | 232 | +110.9% | 0.00% | – |
| Q1 2018 | $11,000 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |