Winch Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 242 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.2%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7
+16.7%
1630.0%0.00%
+50.0%
Q2 2023$60.0%163
+1.9%
0.00%0.0%
Q1 2023$60.0%1600.0%0.00%
-33.3%
Q4 2022$6
-99.9%
160
+3.2%
0.00%
+50.0%
Q3 2022$5,0000.0%1550.0%0.00%0.0%
Q2 2022$5,0000.0%155
+2.0%
0.00%0.0%
Q1 2022$5,0001520.00%
Other shareholders
ISHARES TR shareholders Q3 2022
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