Roble, Belko & Company, Inc - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 244 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Roble, Belko & Company, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$010.0%0.00%
Q2 2023$010.0%0.00%
Q1 2023$010.0%0.00%
Q4 2022$010.0%0.00%
Q3 2022$010.0%0.00%
Q2 2022$010.0%0.00%
Q1 2022$010.0%0.00%
Q4 2021$010.0%0.00%
Q3 2021$010.0%0.00%
Q2 2021$010.0%0.00%
Q1 2021$010.0%0.00%
Q4 2020$010.0%0.00%
Q3 2020$010.0%0.00%
Q2 2020$010.0%0.00%
Q1 2020$010.0%0.00%
Q4 2019$010.0%0.00%
Q3 2019$010.0%0.00%
Q2 2019$010.0%0.00%
Q1 2019$010.0%0.00%
Q4 2018$010.0%0.00%
Q3 2018$010.0%0.00%
Q2 2018$010.0%0.00%
Q1 2018$010.0%0.00%
Q4 2017$010.0%0.00%
Q3 2017$010.0%0.00%
Q2 2017$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q1 2017$67,000
-4.3%
2,0090.0%0.03%
-10.8%
Q4 2016$70,000
+6.1%
2,0090.0%0.04%
+5.7%
Q3 2016$66,000
+1.5%
2,0090.0%0.04%
-2.8%
Q2 2016$65,000
+10.2%
2,0090.0%0.04%
+9.1%
Q1 2016$59,000
+5.4%
2,0090.0%0.03%
-2.9%
Q4 2015$56,000
-43.4%
2,009
-41.9%
0.03%
-44.3%
Q3 2015$99,000
-18.2%
3,4580.0%0.06%
-12.9%
Q2 2015$121,000
-1.6%
3,4580.0%0.07%
-2.8%
Q1 2015$123,0003,4580.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders