ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 230 filers reported holding ISHARES TR in Q4 2021. 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 ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 283,855 | $5,765,000 | 5.05% |
| MFA WEALTH ADVISORS, LLC | 258,556 | $5,251,000 | 4.68% |
| Morningstar Investment Management LLC | 1,952,838 | $39,662,000 | 4.46% |
| Money Design Co.,Ltd. | 899,942 | $18,458,000 | 2.11% |
| Versant Capital Management, Inc | 232,133 | $4,714,000 | 1.86% |
| EWG Elevate Inc. | 180,146 | $3,659,000 | 1.68% |
| Affiance Financial, LLC | 157,019 | $3,189,000 | 1.66% |
| Fort Point Capital Partners LLC | 332,242 | $6,748,000 | 1.55% |
| Van Cleef Asset Management,Inc | 354,525 | $7,200,000 | 1.18% |
| Ayalon Insurance Comp Ltd. | 103,920 | $2,111,000 | 0.96% |