Spruce Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spruce Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$184,000
+124.4%
5,528
+133.3%
0.21%
+231.2%
Q4 2016$82,000
-96.9%
2,369
-97.5%
0.06%
-96.8%
Q4 2015$2,681,000
-21.9%
95,634
-20.0%
1.98%
+87.7%
Q3 2015$3,432,000119,6131.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 367,590$13,288,00010.42%
Black Swift Group, LLC 401,235$14,505,0005.72%
Versant Capital Management, Inc 425,690$15,389,0004.91%
New Millennium Group LLC 148,918$5,383,0003.87%
MFA WEALTH ADVISORS, LLC 256,736$9,286,0002.96%
Snider Financial Group 113,960$4,120,0001.87%
Fort Point Capital Partners LLC 356,142$12,875,0001.80%
Money Design Co.,Ltd. 712,053$25,741,0001.74%
SFI Advisors, LLC 79,151$2,861,0001.74%
Van Cleef Asset Management,Inc 304,636$11,013,0001.59%
View complete list of ISHARES TR shareholders