ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 197 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $237,000 | -6.3% | 6,989 | +0.0% | 0.02% | +21.1% |
| Q1 2022 | $253,000 | -27.9% | 6,986 | -45.3% | 0.02% | -24.0% |
| Q4 2021 | $351,000 | +6.0% | 12,769 | +3.7% | 0.02% | -7.4% |
| Q3 2021 | $331,000 | +4.7% | 12,312 | +3.5% | 0.03% | +8.0% |
| Q2 2021 | $316,000 | +27.9% | 11,894 | +18.8% | 0.02% | +25.0% |
| Q1 2021 | $247,000 | – | 10,008 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 255,573 | $4,191,000 | 4.45% |
| Morningstar Investment Management LLC | 1,913,632 | $31,384,000 | 3.91% |
| Verger Capital Management LLC | 155,950 | $2,557,000 | 2.29% |
| Parcion Private Wealth LLC | 673,890 | $10,850,000 | 1.66% |
| Affiance Financial, LLC | 139,853 | $2,294,000 | 1.32% |
| Money Design Co.,Ltd. | 628,318 | $10,304,000 | 1.24% |
| SWS Partners | 148,413 | $2,434,000 | 1.22% |
| Van Cleef Asset Management,Inc | 347,825 | $5,704,000 | 1.07% |
| Versant Capital Management, Inc | 118,563 | $1,944,000 | 0.87% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 444,000 | $7,282,000 | 0.77% |