1834 INVESTMENT ADVISORS CO - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 198 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 4.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$855,485
+0.0%
20,734
-9.8%
0.11%
+3.9%
Q2 2023$855,242
-28.0%
22,978
-27.0%
0.10%
-28.2%
Q1 2023$1,187,892
+39496.4%
31,459
+20596.7%
0.14%
Q4 2020$3,000
+50.0%
1520.0%0.00%
Q3 2020$2,000
-33.3%
1520.0%0.00%
Q2 2020$3,0000.0%1520.0%0.00%
-100.0%
Q1 2020$3,000
-40.0%
1520.0%0.00%0.0%
Q4 2019$5,0000.0%1520.0%0.00%0.0%
Q3 2019$5,0000.0%1520.0%0.00%0.0%
Q2 2019$5,000
-66.7%
152
-66.7%
0.00%
-50.0%
Q1 2019$15,000
-16.7%
456
-25.0%
0.00%
-33.3%
Q4 2018$18,000
-21.7%
6080.0%0.00%0.0%
Q3 2018$23,0000.0%6080.0%0.00%
-25.0%
Q2 2018$23,0006080.00%
Other shareholders
ISHARES TR shareholders Q1 2021
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