ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 139 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $222,000 | -17.8% | 13,531 | -2.2% | 0.01% | -30.0% |
| Q2 2020 | $270,000 | +29.8% | 13,831 | +12.0% | 0.01% | +11.1% |
| Q1 2020 | $208,000 | +163.3% | 12,344 | +381.8% | 0.01% | +200.0% |
| Q3 2019 | $79,000 | -31.9% | 2,562 | -21.3% | 0.00% | -40.0% |
| Q4 2017 | $116,000 | -95.4% | 3,257 | -96.4% | 0.01% | -96.2% |
| Q4 2015 | $2,540,000 | +971.7% | 90,632 | +1232.0% | 0.13% | +1100.0% |
| Q2 2015 | $237,000 | 0.0% | 6,804 | +26.0% | 0.01% | -42.1% |
| Q3 2014 | $237,000 | -19.7% | 5,401 | -11.1% | 0.02% | -13.6% |
| Q2 2014 | $295,000 | -14.7% | 6,073 | -22.9% | 0.02% | -15.4% |
| Q1 2014 | $346,000 | -6.7% | 7,881 | -8.8% | 0.03% | -13.3% |
| Q4 2013 | $371,000 | -30.8% | 8,643 | -34.0% | 0.03% | -3.2% |
| Q3 2013 | $536,000 | +11.2% | 13,102 | +4.0% | 0.03% | -18.4% |
| Q2 2013 | $482,000 | – | 12,604 | – | 0.04% | – |
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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% |