Bank Julius Baer & Co. Ltd, Zurich - 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
Bank Julius Baer & Co. Ltd, Zurich ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42
+13.5%
1,012
+3.1%
0.00%
Q2 2023$37
-2.6%
982
-1.8%
0.00%
Q1 2023$38
-91.7%
1,000
-91.4%
0.00%
-100.0%
Q4 2022$456
-99.9%
11,687
+0.5%
0.00%0.0%
Q3 2022$387,000
-4.0%
11,625
-2.3%
0.00%0.0%
Q2 2022$403,000
-6.3%
11,895
+0.1%
0.00%0.0%
Q1 2022$430,000
+317.5%
11,886
+216.1%
0.00%
+200.0%
Q4 2021$103,000
-92.0%
3,760
-92.1%
0.00%
-87.5%
Q3 2021$1,282,000
-8.4%
47,759
-9.2%
0.01%
-11.1%
Q2 2021$1,399,000
+32.0%
52,614
+22.3%
0.01%
+12.5%
Q1 2021$1,060,000
+992.8%
43,010
+800.5%
0.01%
+700.0%
Q4 2020$97,000
+24.4%
4,776
+0.3%
0.00%0.0%
Q3 2020$78,000
-17.0%
4,760
+0.1%
0.00%0.0%
Q2 2020$94,000
+28.8%
4,754
+10.0%
0.00%
-50.0%
Q1 2020$73,0004,3210.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders