ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 356 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,037,111 | +8.0% | 17,790 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $960,569 | +5.3% | 16,612 | -1.0% | 0.00% | 0.0% |
| Q1 2023 | $912,308 | -22.8% | 16,787 | -36.4% | 0.00% | -33.3% |
| Q4 2022 | $1,181,790 | +18.9% | 26,376 | +11.6% | 0.00% | -40.0% |
| Q3 2022 | $994,000 | -12.0% | 23,642 | -4.5% | 0.01% | 0.0% |
| Q2 2022 | $1,129,000 | -8.5% | 24,744 | +15.8% | 0.01% | +25.0% |
| Q1 2022 | $1,234,000 | -7.2% | 21,363 | +3.0% | 0.00% | -20.0% |
| Q4 2021 | $1,330,000 | – | 20,734 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 71,969 | $3,289,010,000 | 2.54% |
| Intelligence Driven Advisers, LLC | 271,883 | $12,602,000 | 2.47% |
| Empowered Funds, LLC | 394,198 | $18,015,000 | 2.32% |
| OmniStar Financial Group, Inc. | 43,833 | $2,003,000 | 2.22% |
| 4J Wealth Management LLC | 38,119 | $1,742,000 | 2.19% |
| PATTEN & PATTEN INC/TN | 526,773 | $24,074,000 | 2.11% |
| FORTE ASSET MANAGEMENT LLC | 66,304 | $3,030,000 | 2.10% |
| Flagship Private Wealth, LLC | 45,899 | $2,098,000 | 2.04% |
| Outlook Wealth Advisors, LLC | 103,624 | $4,735,000 | 1.94% |
| Dentgroup LLC | 34,579 | $1,580,000 | 1.76% |