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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,293,095 | +20.1% | 176,753 | +8.4% | 0.01% | 0.0% |
| Q2 2023 | $6,070,862 | -7.6% | 163,100 | -6.3% | 0.01% | -8.3% |
| Q1 2023 | $6,573,160 | -10.0% | 174,055 | -7.1% | 0.01% | -20.0% |
| Q4 2022 | $7,300,692 | +23.2% | 187,262 | +5.4% | 0.02% | +7.1% |
| Q3 2022 | $5,925,000 | -0.6% | 177,744 | +1.1% | 0.01% | +7.7% |
| Q2 2022 | $5,961,000 | -7.1% | 175,893 | -1.6% | 0.01% | +8.3% |
| Q1 2022 | $6,414,000 | +35.7% | 178,817 | +4.1% | 0.01% | +33.3% |
| Q4 2021 | $4,725,000 | -34.2% | 171,698 | -35.8% | 0.01% | -40.0% |
| Q3 2021 | $7,183,000 | +0.7% | 267,457 | -0.3% | 0.02% | 0.0% |
| Q2 2021 | $7,132,000 | +58.2% | 268,176 | +46.7% | 0.02% | +36.4% |
| Q1 2021 | $4,507,000 | +38.6% | 182,845 | +14.2% | 0.01% | +22.2% |
| Q4 2020 | $3,252,000 | +31.0% | 160,054 | +5.7% | 0.01% | +28.6% |
| Q3 2020 | $2,483,000 | +3.4% | 151,389 | +23.2% | 0.01% | -12.5% |
| Q2 2020 | $2,402,000 | +39.2% | 122,925 | +20.4% | 0.01% | +14.3% |
| Q1 2020 | $1,725,000 | – | 102,108 | – | 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% |