ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 429 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $208,729 | -1.8% | 4,860 | -9.6% | 0.01% | -12.5% |
| Q4 2023 | $212,535 | -4.2% | 5,374 | -0.0% | 0.01% | -20.0% |
| Q3 2023 | $221,827 | -9.2% | 5,376 | -16.9% | 0.01% | -28.6% |
| Q1 2023 | $244,321 | -84.1% | 6,470 | -84.2% | 0.01% | -96.0% |
| Q2 2018 | $1,533,000 | +297.2% | 41,014 | +294.7% | 0.35% | +68.1% |
| Q4 2014 | $386,000 | – | 10,391 | – | 0.21% | – |
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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% |