ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 166 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,405 | -8.6% | 11,401 | -17.5% | 0.00% | 0.0% |
| Q2 2023 | $514,641 | -52.3% | 13,827 | -51.6% | 0.00% | -55.6% |
| Q1 2023 | $1,079,672 | -8.5% | 28,593 | -5.5% | 0.01% | -18.2% |
| Q4 2022 | $1,179,370 | +303.9% | 30,248 | +245.3% | 0.01% | +83.3% |
| Q3 2022 | $292,000 | -71.1% | 8,760 | -70.6% | 0.01% | -62.5% |
| Q2 2022 | $1,011,000 | -7.7% | 29,836 | -1.5% | 0.02% | 0.0% |
| Q1 2022 | $1,095,000 | +134.0% | 30,290 | +78.2% | 0.02% | +128.6% |
| Q4 2021 | $468,000 | +6.1% | 16,996 | +3.4% | 0.01% | 0.0% |
| Q3 2021 | $441,000 | -0.9% | 16,430 | -1.8% | 0.01% | 0.0% |
| Q2 2021 | $445,000 | +4.0% | 16,725 | -3.7% | 0.01% | -12.5% |
| Q1 2021 | $428,000 | +20.9% | 17,367 | -0.4% | 0.01% | +14.3% |
| Q4 2020 | $354,000 | – | 17,435 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Versant Capital Management, Inc | 375,997 | $14,705,261 | 4.38% |
| Buttonwood Financial Group, LLC | 77,067 | $3,014,138 | 2.19% |
| WealthPLAN Partners, LLC | 6,659 | $260,433 | 0.03% |
| TOMPKINS FINANCIAL CORP | 4,828 | $188,823 | 0.02% |
| Anchor Investment Management, LLC | 3,380 | $132,181 | 0.02% |
| Diversified Trust Co | 5,281 | $206,539 | 0.01% |
| Peoples Bank/KS | 150 | $5,866 | 0.01% |
| Founders Capital Management | 132 | $5,163 | 0.00% |
| Pacifica Partners Inc. | 168 | $6,545 | 0.00% |
| Valued Wealth Advisors LLC | 12 | $505 | 0.00% |