ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 230 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,852 | +10.9% | 263 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $9,789 | -24.6% | 263 | -23.5% | 0.00% | -33.3% |
| Q1 2023 | $12,990 | -55.2% | 344 | -53.8% | 0.01% | -60.0% |
| Q4 2022 | $29,009 | -29.2% | 744 | -39.0% | 0.02% | -31.8% |
| Q3 2022 | $41,000 | -10.9% | 1,219 | -10.2% | 0.02% | -8.3% |
| Q2 2022 | $46,000 | -6.1% | 1,357 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $49,000 | +32.4% | 1,357 | 0.0% | 0.02% | +35.3% |
| Q4 2021 | $37,000 | +2.8% | 1,357 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $36,000 | 0.0% | 1,357 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $36,000 | +9.1% | 1,357 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $33,000 | +17.9% | 1,357 | 0.0% | 0.02% | +12.5% |
| Q4 2020 | $28,000 | +27.3% | 1,357 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $22,000 | -18.5% | 1,357 | 0.0% | 0.02% | -25.0% |
| Q2 2020 | $27,000 | +285.7% | 1,357 | +239.2% | 0.02% | +233.3% |
| Q1 2020 | $7,000 | -41.7% | 400 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $12,000 | – | 400 | – | 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% |