ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 197 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 4.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,056,000 | -0.9% | 61,699 | +0.8% | 0.17% | +4.9% |
| Q2 2022 | $2,074,000 | -7.7% | 61,208 | -1.6% | 0.16% | +15.6% |
| Q1 2022 | $2,248,000 | +23.7% | 62,192 | -5.8% | 0.14% | +43.9% |
| Q4 2021 | $1,817,000 | -8.6% | 66,042 | -11.6% | 0.10% | -18.3% |
| Q2 2021 | $1,987,000 | +11.8% | 74,718 | +3.6% | 0.12% | +0.8% |
| Q1 2021 | $1,778,000 | – | 72,144 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 510,685 | $19,972,878 | 11.15% |
| Versant Capital Management, Inc | 375,997 | $14,705,261 | 4.38% |
| Sterling Manor Financial, LLC | 95,042 | $3,717,092 | 3.15% |
| MFA WEALTH ADVISORS, LLC | 237,434 | $9,286,048 | 2.61% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 206,360 | $8,070,740 | 2.45% |
| Buttonwood Financial Group, LLC | 77,067 | $3,014,138 | 2.19% |
| Fiduciary Planning LLC | 123,951 | $4,847,724 | 2.06% |
| Derbend Asset Management | 90,960 | $3,557,450 | 2.06% |
| Van Cleef Asset Management,Inc | 304,122 | $11,894,212 | 1.67% |
| Ayalon Insurance Comp Ltd. | 108,710 | $4,252 | 1.54% |