ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.77 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,630 | +10.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,610 | -1.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,880 | -3.2% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19,495 | +14.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -5.6% | 500 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $18,000 | +28.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +25.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -20.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -46.7% | 500 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $15,000 | – | 500 | – | 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% |