ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $49,000 | -3.9% | 1,500 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $51,000 | +15.9% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $44,000 | -22.8% | 1,500 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $57,000 | +1.8% | 1,500 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $56,000 | +9.8% | 1,500 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $51,000 | -3.8% | 1,500 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $53,000 | +3.9% | 1,500 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $51,000 | – | 1,500 | – | 0.02% | – |
Download | ||||||
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% |