ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 203 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $356,000 | +14.8% | 5,522 | +1.1% | 0.04% | -4.4% |
| Q3 2021 | $310,000 | +6.9% | 5,463 | +536.7% | 0.04% | +4.7% |
| Q2 2021 | $290,000 | -1.0% | 858 | -10.0% | 0.04% | -18.9% |
| Q1 2021 | $293,000 | -10.4% | 953 | -12.6% | 0.05% | -26.4% |
| Q4 2020 | $327,000 | +13.1% | 1,090 | -0.5% | 0.07% | -22.6% |
| Q3 2020 | $289,000 | +40.3% | 1,096 | +25.3% | 0.09% | +19.2% |
| Q2 2020 | $206,000 | -23.7% | 875 | -31.9% | 0.08% | -29.1% |
| Q4 2019 | $270,000 | +10.7% | 1,285 | -2.6% | 0.11% | -27.6% |
| Q3 2019 | $244,000 | +3.0% | 1,319 | +0.1% | 0.15% | 0.0% |
| Q2 2019 | $237,000 | -44.4% | 1,318 | -47.1% | 0.15% | -53.1% |
| Q1 2019 | $426,000 | +82.8% | 2,493 | +54.0% | 0.32% | +44.0% |
| Q4 2018 | $233,000 | -12.1% | 1,619 | +7.0% | 0.22% | +14.2% |
| Q3 2018 | $265,000 | – | 1,513 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 690,883 | $39,959,872 | 7.70% |
| Shira Ridge Wealth Management | 190,977 | $11,046,123 | 7.26% |
| Sterling Group Wealth Management, LLC | 108,329 | $6,265,753 | 5.93% |
| VAUGHAN & Co SECURITIES, INC. | 109,950 | $6,359,488 | 4.72% |
| PATTEN & PATTEN INC/TN | 490,368 | $28,362,885 | 2.49% |
| PALLADIEM, LLC | 39,075 | $2,260,098 | 2.44% |
| Flagship Private Wealth, LLC | 46,420 | $2,684,935 | 2.36% |
| DEFINED WEALTH MANAGEMENT, LLC | 36,266 | $2,097,643 | 1.79% |
| Dentgroup LLC | 38,376 | $2,219,694 | 1.64% |
| FCA CORP /TX | 71,111 | $4,113,060 | 1.53% |