ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 166 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,226,586 | +9.2% | 31,459 | -6.6% | 1.54% | +32.4% |
| Q3 2022 | $1,123,000 | -17.1% | 33,689 | -9.8% | 1.16% | +6.2% |
| Q2 2022 | $1,355,000 | -38.0% | 37,369 | -38.2% | 1.10% | +60.9% |
| Q1 2022 | $2,186,000 | -7.3% | 60,481 | -29.5% | 0.68% | +66.1% |
| Q4 2021 | $2,359,000 | +64.6% | 85,754 | +60.7% | 0.41% | +106.0% |
| Q3 2021 | $1,433,000 | +39.3% | 53,352 | +37.9% | 0.20% | +30.9% |
| Q2 2021 | $1,029,000 | +14.3% | 38,686 | +6.0% | 0.15% | -5.0% |
| Q1 2021 | $900,000 | +50.3% | 36,510 | +23.8% | 0.16% | +30.1% |
| Q4 2020 | $599,000 | +137.7% | 29,498 | +91.7% | 0.12% | +92.2% |
| Q3 2020 | $252,000 | – | 15,384 | – | 0.06% | – |
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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% |