ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 240 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,646 | +231.9% | 2,714 | +225.0% | 0.04% | +227.3% |
| Q1 2023 | $33,040 | -80.8% | 835 | -86.9% | 0.01% | -35.3% |
| Q2 2021 | $172,000 | -41.9% | 6,372 | -45.9% | 0.02% | -59.5% |
| Q1 2021 | $296,000 | +7300.0% | 11,788 | +9406.5% | 0.04% | +740.0% |
| Q4 2018 | $4,000 | -100.0% | 124 | -77.0% | 0.01% | -61.5% |
| Q2 2014 | $26,200,000 | +58122.2% | 540 | -48.4% | 0.01% | -48.0% |
| Q4 2013 | $45,000 | – | 1,046 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 510,685 | $19,972,878 | 11.15% |
| Versant Capital Management, Inc | 375,997 | $14,705,261 | 4.38% |
| Sterling Manor Financial, LLC | 95,042 | $3,717,092 | 3.15% |
| MFA WEALTH ADVISORS, LLC | 237,434 | $9,286,048 | 2.61% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 206,360 | $8,070,740 | 2.45% |
| Buttonwood Financial Group, LLC | 77,067 | $3,014,138 | 2.19% |
| Fiduciary Planning LLC | 123,951 | $4,847,724 | 2.06% |
| Derbend Asset Management | 90,960 | $3,557,450 | 2.06% |
| Van Cleef Asset Management,Inc | 304,122 | $11,894,212 | 1.67% |
| Ayalon Insurance Comp Ltd. | 108,710 | $4,252 | 1.54% |