Karpus Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Karpus Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,970,024
-30.2%
76,174
-40.3%
0.10%
-32.9%
Q3 2022$4,256,000
-2.7%
127,690
-1.1%
0.15%
+1.4%
Q2 2022$4,373,000129,0600.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders