ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,734 | -57.8% | 7,507 | -61.9% | 0.03% | -57.4% |
| Q2 2023 | $734,086 | +0.5% | 19,723 | +1.9% | 0.07% | -13.9% |
| Q1 2023 | $730,725 | -3.2% | 19,352 | 0.0% | 0.08% | -12.2% |
| Q4 2022 | $754,528 | +20.3% | 19,352 | +2.9% | 0.09% | +1.1% |
| Q3 2022 | $627,000 | -2.3% | 18,808 | 0.0% | 0.09% | +6.0% |
| Q2 2022 | $642,000 | +6320.0% | 18,808 | +6569.5% | 0.08% | +2000.0% |
| Q3 2017 | $10,000 | +11.1% | 282 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $9,000 | 0.0% | 282 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | – | 282 | – | 0.01% | – |
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% |