ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 111 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,458 | -69.8% | 8,300 | -71.4% | 0.00% | -66.7% |
| Q4 2022 | $1,132,660 | -35.7% | 29,050 | -51.6% | 0.01% | -66.7% |
| Q4 2018 | $1,761,000 | -22.2% | 60,000 | 0.0% | 0.04% | -14.3% |
| Q3 2018 | $2,263,000 | +0.9% | 60,000 | 0.0% | 0.04% | -4.5% |
| Q2 2018 | $2,243,000 | +10.0% | 60,000 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $2,039,000 | -25.4% | 60,000 | -21.9% | 0.04% | -21.8% |
| Q4 2017 | $2,732,000 | +10.3% | 76,855 | +5.4% | 0.06% | -1.8% |
| Q3 2017 | $2,478,000 | +23.8% | 72,905 | +13.0% | 0.06% | +16.7% |
| Q2 2017 | $2,002,000 | +220.8% | 64,510 | +243.1% | 0.05% | +220.0% |
| Q1 2017 | $624,000 | – | 18,800 | – | 0.02% | – |
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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% |