DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 197 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$503,000
-1.8%
15,1000.0%0.02%
-4.2%
Q2 2022$512,000
-6.2%
15,1000.0%0.02%0.0%
Q1 2022$546,000
+31.6%
15,1000.0%0.02%
+20.0%
Q4 2021$415,000
+2.5%
15,1000.0%0.02%
-9.1%
Q3 2021$405,000
+0.7%
15,1000.0%0.02%
-4.3%
Q2 2021$402,000
+8.1%
15,1000.0%0.02%
-8.0%
Q1 2021$372,000
+21.2%
15,1000.0%0.02%
+13.6%
Q4 2020$307,00015,100
+125733.3%
0.02%
Q4 2019$0120.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 255,573$4,191,0004.45%
Morningstar Investment Management LLC 1,913,632$31,384,0003.91%
Verger Capital Management LLC 155,950$2,557,0002.29%
Parcion Private Wealth LLC 673,890$10,850,0001.66%
Affiance Financial, LLC 139,853$2,294,0001.32%
Money Design Co.,Ltd. 628,318$10,304,0001.24%
SWS Partners 148,413$2,434,0001.22%
Van Cleef Asset Management,Inc 347,825$5,704,0001.07%
Versant Capital Management, Inc 118,563$1,944,0000.87%
FUKOKU MUTUAL LIFE INSURANCE Co 444,000$7,282,0000.77%
View complete list of ISHARES TR shareholders