ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 149 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,150,301 | +12.6% | 100,588 | +1.6% | 0.16% | +18.2% |
Q2 2023 | $3,684,390 | -16.9% | 98,989 | -15.7% | 0.13% | -10.2% |
Q1 2023 | $4,431,682 | -8.9% | 117,364 | -6.0% | 0.15% | -15.5% |
Q4 2022 | $4,866,786 | +19.4% | 124,821 | +2.1% | 0.17% | +12.3% |
Q3 2022 | $4,075,000 | -1.2% | 122,259 | +0.4% | 0.16% | +8.4% |
Q2 2022 | $4,126,000 | -2.8% | 121,780 | +3.7% | 0.14% | +12.6% |
Q1 2022 | $4,244,000 | +24.2% | 117,395 | -5.5% | 0.13% | +33.7% |
Q4 2021 | $3,418,000 | +11.3% | 124,258 | +8.7% | 0.10% | +3.3% |
Q3 2021 | $3,070,000 | +14.3% | 114,336 | +13.2% | 0.09% | +15.0% |
Q2 2021 | $2,685,000 | +16.7% | 100,982 | +8.2% | 0.08% | +8.1% |
Q1 2021 | $2,301,000 | +35.1% | 93,346 | +11.3% | 0.07% | +27.6% |
Q4 2020 | $1,703,000 | +40.4% | 83,858 | +13.4% | 0.06% | +20.8% |
Q3 2020 | $1,213,000 | +12.7% | 73,948 | +34.3% | 0.05% | +2.1% |
Q2 2020 | $1,076,000 | +472.3% | 55,046 | +395.6% | 0.05% | +327.3% |
Q1 2020 | $188,000 | – | 11,108 | – | 0.01% | – |
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% |