ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 197 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $142 | -99.9% | 3,664 | +1.5% | 0.00% | 0.0% |
| Q3 2022 | $120,000 | +31.9% | 3,611 | +33.8% | 0.00% | – |
| Q2 2022 | $91,000 | +13.8% | 2,698 | +21.2% | 0.00% | – |
| Q1 2022 | $80,000 | +31.1% | 2,226 | 0.0% | 0.00% | – |
| Q4 2021 | $61,000 | -10.3% | 2,226 | -12.4% | 0.00% | – |
| Q3 2021 | $68,000 | -22.7% | 2,540 | -23.5% | 0.00% | – |
| Q2 2021 | $88,000 | +15.8% | 3,322 | +7.2% | 0.00% | -100.0% |
| Q1 2021 | $76,000 | +22.6% | 3,100 | 0.0% | 0.00% | – |
| Q4 2020 | $62,000 | -39.8% | 3,100 | -50.6% | 0.00% | -100.0% |
| Q3 2020 | $103,000 | -16.3% | 6,281 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $123,000 | +41.4% | 6,281 | +22.4% | 0.00% | 0.0% |
| Q1 2020 | $87,000 | -11.2% | 5,131 | +61.3% | 0.00% | 0.0% |
| Q4 2019 | $98,000 | -91.0% | 3,181 | -91.1% | 0.00% | -93.3% |
| Q3 2019 | $1,094,000 | – | 35,773 | – | 0.02% | – |
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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% |