ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 124 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $196 | -2.0% | 4,757 | -11.7% | 0.01% | 0.0% |
| Q2 2023 | $200 | -5.2% | 5,386 | -3.8% | 0.01% | -11.1% |
| Q1 2023 | $211 | -25.2% | 5,597 | -22.7% | 0.01% | -30.8% |
| Q4 2022 | $282 | -99.9% | 7,244 | -9.4% | 0.01% | 0.0% |
| Q3 2022 | $267,000 | +16.6% | 7,996 | +18.3% | 0.01% | +18.2% |
| Q2 2022 | $229,000 | -0.9% | 6,758 | +5.6% | 0.01% | +10.0% |
| Q1 2022 | $231,000 | +38.3% | 6,399 | +5.1% | 0.01% | +42.9% |
| Q4 2021 | $167,000 | +16.8% | 6,087 | +14.5% | 0.01% | 0.0% |
| Q3 2021 | $143,000 | +2.1% | 5,315 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $140,000 | +75.0% | 5,283 | +63.5% | 0.01% | +75.0% |
| Q1 2021 | $80,000 | +2566.7% | 3,232 | +3132.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |