ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 147 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,207,000 | -21.4% | 73,573 | -6.3% | 0.19% | -31.7% |
| Q2 2020 | $1,535,000 | +14.8% | 78,555 | -0.8% | 0.28% | +8.6% |
| Q1 2020 | $1,337,000 | -47.9% | 79,165 | -4.9% | 0.26% | -43.4% |
| Q4 2019 | $2,567,000 | +4.0% | 83,273 | +3.1% | 0.45% | -3.8% |
| Q3 2019 | $2,468,000 | -7.9% | 80,762 | -2.1% | 0.47% | -6.9% |
| Q2 2019 | $2,679,000 | -7.1% | 82,516 | -3.6% | 0.50% | -20.3% |
| Q1 2019 | $2,885,000 | +11.4% | 85,616 | -2.9% | 0.63% | -1.1% |
| Q4 2018 | $2,589,000 | – | 88,212 | – | 0.64% | – |
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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% |