EVERETT HARRIS & CO /CA/ - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,600
+10.9%
10,0000.0%0.01%0.0%
Q2 2023$372,200
-1.4%
10,0000.0%0.01%0.0%
Q1 2023$377,600
-3.2%
10,0000.0%0.01%
-14.3%
Q4 2022$390,000
+17.1%
10,0000.0%0.01%
+16.7%
Q3 2022$333,000
-1.8%
10,0000.0%0.01%0.0%
Q2 2022$339,000
-6.1%
10,0000.0%0.01%
+20.0%
Q1 2022$361,000
+31.3%
10,0000.0%0.01%
+25.0%
Q4 2021$275,000
+2.6%
10,0000.0%0.00%0.0%
Q3 2021$268,000
+0.8%
10,0000.0%0.00%0.0%
Q2 2021$266,000
+8.1%
10,0000.0%0.00%0.0%
Q1 2021$246,000
+21.2%
10,0000.0%0.00%0.0%
Q4 2020$203,00010,0000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders