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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,060,225 | +8055.6% | 28,078 | +5515.6% | 0.04% | +3500.0% |
| Q3 2021 | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +20.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | -23.1% | 500 | -38.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | -13.3% | 806 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +87.5% | 805 | +61.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -63.6% | 500 | -28.6% | 0.00% | -50.0% |
| Q4 2019 | $22,000 | -21.4% | 700 | -22.2% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | +115.4% | 900 | +125.0% | 0.00% | +100.0% |
| Q2 2019 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 400 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $11,000 | – | 400 | – | 0.00% | – |
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% |