GREENWOOD CAPITAL ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
GREENWOOD CAPITAL ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,215,433
+177.2%
77,931
+150.1%
0.47%
+186.5%
Q2 2023$1,159,812
-47.6%
31,161
-46.8%
0.16%
-48.7%
Q1 2023$2,212,019
-21.5%
58,581
-19.0%
0.32%
-31.2%
Q4 2022$2,818,236
+42.0%
72,281
+21.4%
0.46%
+35.5%
Q3 2022$1,985,000
-22.2%
59,553
-20.9%
0.34%
-16.4%
Q2 2022$2,551,000
-7.1%
75,305
-0.9%
0.41%
-43.5%
Q1 2022$2,747,000
-8.7%
75,994
-30.5%
0.72%
+69.5%
Q4 2021$3,010,000
+13.5%
109,411
+9.7%
0.43%
+6.2%
Q2 2021$2,652,000
+84.8%
99,736
+71.3%
0.40%
+77.4%
Q1 2021$1,435,000
+6.8%
58,218
+33.6%
0.23%
-20.1%
Q4 2019$1,344,000
-35.7%
43,585
-22.0%
0.28%
-41.2%
Q2 2018$2,089,00055,8900.48%
Other shareholders
ISHARES TR shareholders Q1 2022
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