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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $501,000 | -45.2% | 16,135 | -41.5% | 0.07% | -46.3% |
| Q1 2017 | $915,000 | -51.0% | 27,574 | -48.6% | 0.14% | -54.2% |
| Q4 2016 | $1,869,000 | -76.5% | 53,696 | -76.8% | 0.30% | -56.1% |
| Q3 2016 | $7,940,000 | +161.1% | 231,817 | +146.3% | 0.68% | +32.0% |
| Q2 2016 | $3,041,000 | -1.5% | 94,107 | -10.1% | 0.51% | -3.0% |
| Q1 2016 | $3,088,000 | -9.8% | 104,649 | -14.3% | 0.53% | -12.6% |
| Q4 2015 | $3,423,000 | -15.6% | 122,126 | -13.6% | 0.60% | -22.7% |
| Q3 2015 | $4,056,000 | -23.6% | 141,381 | -6.8% | 0.78% | -16.1% |
| Q2 2015 | $5,307,000 | -11.6% | 151,709 | -9.9% | 0.93% | -13.5% |
| Q1 2015 | $6,004,000 | -8.3% | 168,310 | -4.4% | 1.08% | -9.3% |
| Q4 2014 | $6,546,000 | -15.3% | 176,004 | -0.2% | 1.19% | -22.8% |
| Q3 2014 | $7,733,000 | -8.1% | 176,399 | +1.8% | 1.54% | -10.1% |
| Q2 2014 | $8,411,000 | -63.4% | 173,351 | -67.0% | 1.71% | +0.8% |
| Q1 2014 | $22,966,000 | +5.6% | 524,698 | +4.2% | 1.69% | +0.8% |
| Q4 2013 | $21,756,000 | +212.5% | 503,386 | +196.6% | 1.68% | -5.5% |
| Q3 2013 | $6,962,000 | +6.5% | 169,726 | -0.6% | 1.78% | +2.2% |
| Q2 2013 | $6,536,000 | – | 170,748 | – | 1.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 283,855 | $5,765,000 | 5.05% |
| MFA WEALTH ADVISORS, LLC | 258,556 | $5,251,000 | 4.68% |
| Morningstar Investment Management LLC | 1,952,838 | $39,662,000 | 4.46% |
| Money Design Co.,Ltd. | 899,942 | $18,458,000 | 2.11% |
| Versant Capital Management, Inc | 232,133 | $4,714,000 | 1.86% |
| EWG Elevate Inc. | 180,146 | $3,659,000 | 1.68% |
| Affiance Financial, LLC | 157,019 | $3,189,000 | 1.66% |
| Fort Point Capital Partners LLC | 332,242 | $6,748,000 | 1.55% |
| Van Cleef Asset Management,Inc | 354,525 | $7,200,000 | 1.18% |
| Ayalon Insurance Comp Ltd. | 103,920 | $2,111,000 | 0.96% |