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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,800,999 | +10.9% | 43,650 | 0.0% | 0.32% | +17.0% |
| Q2 2023 | $1,624,653 | -8.7% | 43,650 | -7.4% | 0.28% | -13.5% |
| Q1 2023 | $1,780,384 | +60.2% | 47,150 | +65.4% | 0.32% | +48.4% |
| Q4 2022 | $1,111,215 | +114.9% | 28,500 | +83.9% | 0.22% | +90.3% |
| Q3 2022 | $517,000 | -7.7% | 15,500 | -6.3% | 0.11% | -2.6% |
| Q2 2022 | $560,000 | +9.2% | 16,540 | +16.5% | 0.12% | +26.1% |
| Q1 2022 | $513,000 | +66.6% | 14,200 | +26.8% | 0.09% | +70.4% |
| Q4 2021 | $308,000 | +31.1% | 11,200 | +36.6% | 0.05% | +20.0% |
| Q3 2021 | $235,000 | +17.5% | 8,200 | +54.7% | 0.04% | -11.8% |
| Q3 2018 | $200,000 | +19.0% | 5,300 | +17.8% | 0.05% | +15.9% |
| Q2 2018 | $168,000 | +23.5% | 4,500 | +12.5% | 0.04% | +22.2% |
| Q1 2018 | $136,000 | – | 4,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Versant Capital Management, Inc | 375,997 | $14,705,261 | 4.38% |
| Buttonwood Financial Group, LLC | 77,067 | $3,014,138 | 2.19% |
| WealthPLAN Partners, LLC | 6,659 | $260,433 | 0.03% |
| TOMPKINS FINANCIAL CORP | 4,828 | $188,823 | 0.02% |
| Anchor Investment Management, LLC | 3,380 | $132,181 | 0.02% |
| Diversified Trust Co | 5,281 | $206,539 | 0.01% |
| Peoples Bank/KS | 150 | $5,866 | 0.01% |
| Founders Capital Management | 132 | $5,163 | 0.00% |
| Pacifica Partners Inc. | 168 | $6,545 | 0.00% |
| Valued Wealth Advisors LLC | 12 | $505 | 0.00% |