ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,299 | +10.9% | 13,507 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $502,731 | +3.3% | 13,507 | +4.8% | 0.02% | -10.5% |
| Q1 2023 | $486,522 | +6.8% | 12,885 | +10.3% | 0.02% | -17.4% |
| Q4 2022 | $455,582 | +24.5% | 11,685 | +6.4% | 0.02% | +9.5% |
| Q3 2022 | $366,000 | -1.3% | 10,985 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $371,000 | +31.1% | 10,943 | +39.9% | 0.02% | +50.0% |
| Q1 2022 | $283,000 | – | 7,820 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 283,855 | $5,765,000 | 5.05% |
| MFA WEALTH ADVISORS, LLC | 258,556 | $5,251,000 | 4.68% |
| Morningstar Investment Management LLC | 1,952,838 | $39,662,000 | 4.46% |
| Money Design Co.,Ltd. | 899,942 | $18,458,000 | 2.11% |
| Versant Capital Management, Inc | 232,133 | $4,714,000 | 1.86% |
| EWG Elevate Inc. | 180,146 | $3,659,000 | 1.68% |
| Affiance Financial, LLC | 157,019 | $3,189,000 | 1.66% |
| Fort Point Capital Partners LLC | 332,242 | $6,748,000 | 1.55% |
| Van Cleef Asset Management,Inc | 354,525 | $7,200,000 | 1.18% |
| Ayalon Insurance Comp Ltd. | 103,920 | $2,111,000 | 0.96% |