ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 429 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $415,100 | -3.4% | 10,000 | 0.0% | 0.01% | -16.7% |
| Q1 2024 | $429,500 | +9.8% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $391,100 | -5.2% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $412,600 | +10.9% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $372,200 | -1.4% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $377,600 | -3.2% | 10,000 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $390,000 | +17.1% | 10,000 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $333,000 | -1.8% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $339,000 | -6.1% | 10,000 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $361,000 | +31.3% | 10,000 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $275,000 | +2.6% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $268,000 | +0.8% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $266,000 | +8.1% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $246,000 | +21.2% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $203,000 | – | 10,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 510,685 | $19,972,878 | 11.15% |
| Versant Capital Management, Inc | 375,997 | $14,705,261 | 4.38% |
| Sterling Manor Financial, LLC | 95,042 | $3,717,092 | 3.15% |
| MFA WEALTH ADVISORS, LLC | 237,434 | $9,286,048 | 2.61% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 206,360 | $8,070,740 | 2.45% |
| Buttonwood Financial Group, LLC | 77,067 | $3,014,138 | 2.19% |
| Fiduciary Planning LLC | 123,951 | $4,847,724 | 2.06% |
| Derbend Asset Management | 90,960 | $3,557,450 | 2.06% |
| Van Cleef Asset Management,Inc | 304,122 | $11,894,212 | 1.67% |
| Ayalon Insurance Comp Ltd. | 108,710 | $4,252 | 1.54% |