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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $0 | -100.0% | 5 | -99.0% | 0.00% | -100.0% |
| Q4 2022 | $19 | -99.8% | 481 | +8.3% | 0.00% | – |
| Q4 2021 | $12,000 | -83.8% | 444 | -90.1% | 0.00% | -100.0% |
| Q3 2020 | $74,000 | +45.1% | 4,488 | +49.1% | 0.00% | -66.7% |
| Q1 2020 | $51,000 | +466.7% | 3,011 | +990.9% | 0.00% | +200.0% |
| Q2 2019 | $9,000 | 0.0% | 276 | +6.2% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | -30.8% | 260 | -13.3% | 0.00% | -50.0% |
| Q1 2014 | $13,000 | – | 300 | – | 0.00% | – |
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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% |