ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $71,000 | -2.7% | 2,155 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $73,000 | -3.9% | 2,155 | +2.0% | 0.02% | +11.1% |
| Q1 2022 | $76,000 | +24.6% | 2,113 | -5.8% | 0.02% | +28.6% |
| Q4 2021 | $61,000 | -34.4% | 2,242 | -35.4% | 0.01% | -39.1% |
| Q3 2021 | $93,000 | +8.1% | 3,470 | +6.9% | 0.02% | +4.5% |
| Q2 2021 | $86,000 | +7.5% | 3,245 | -0.5% | 0.02% | 0.0% |
| Q1 2021 | $80,000 | +19.4% | 3,260 | -0.7% | 0.02% | +10.0% |
| Q4 2020 | $67,000 | +39.6% | 3,283 | +11.4% | 0.02% | +17.6% |
| Q3 2020 | $48,000 | 0.0% | 2,948 | +18.5% | 0.02% | -5.6% |
| Q2 2020 | $48,000 | +23.1% | 2,487 | +4.1% | 0.02% | -5.3% |
| Q1 2020 | $39,000 | -30.4% | 2,390 | +30.5% | 0.02% | 0.0% |
| Q4 2019 | $56,000 | +60.0% | 1,832 | +53.0% | 0.02% | +46.2% |
| Q3 2019 | $35,000 | -2.8% | 1,197 | +6.7% | 0.01% | 0.0% |
| Q2 2019 | $36,000 | – | 1,122 | – | 0.01% | – |
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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% |