Truvestments Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 124 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Truvestments Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,189
+10.9%
1500.0%0.00%0.0%
Q2 2023$5,583
-1.4%
1500.0%0.00%0.0%
Q1 2023$5,664
-3.2%
1500.0%0.00%0.0%
Q4 2022$5,849
-46.8%
150
-55.2%
0.00%
-57.1%
Q3 2022$11,0000.0%3350.0%0.01%
+16.7%
Q2 2022$11,000
+22.2%
3350.0%0.01%
+20.0%
Q4 2021$9,000
+125.0%
335
+123.3%
0.01%
+150.0%
Q3 2021$4,0000.0%1500.0%0.00%0.0%
Q2 2021$4,000
-76.5%
150
-77.8%
0.00%
-80.0%
Q1 2021$17,000
+54.5%
675
+28.6%
0.01%
+25.0%
Q4 2020$11,000
+22.2%
5250.0%0.01%0.0%
Q3 2020$9,000
-10.0%
5250.0%0.01%
-20.0%
Q2 2020$10,000
+25.0%
5250.0%0.01%0.0%
Q1 2020$8,000
-84.6%
525
-69.4%
0.01%
-70.6%
Q3 2019$52,000
-7.1%
1,7150.0%0.03%
-10.5%
Q2 2019$56,000
-3.4%
1,7150.0%0.04%
-15.6%
Q1 2019$58,000
-10.8%
1,7150.0%0.04%
+45.2%
Q3 2018$65,0001,7150.03%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders