Stonehage Fleming Financial Services Holdings Ltd - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 390 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Stonehage Fleming Financial Services Holdings Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$47,944
+9.9%
1,1550.0%0.00%
-66.7%
Q1 2024$43,612
-51.7%
1,155
-50.0%
0.00%
+50.0%
Q4 2023$90,344
+110.2%
2,310
+100.0%
0.00%0.0%
Q2 2023$42,989
-1.4%
1,1550.0%0.00%
-33.3%
Q1 2023$43,612
-3.2%
1,1550.0%0.00%0.0%
Q4 2022$45,033
+18.5%
1,1550.0%0.00%0.0%
Q3 2022$38,000
-2.6%
1,1550.0%0.00%
+50.0%
Q2 2022$39,000
-4.9%
1,1550.0%0.00%
+100.0%
Q1 2022$41,000
+32.3%
1,1550.0%0.00%0.0%
Q4 2021$31,0000.0%1,1550.0%0.00%0.0%
Q3 2021$31,0000.0%1,1550.0%0.00%0.0%
Q2 2021$31,000
+10.7%
1,1550.0%0.00%0.0%
Q1 2021$28,000
+21.7%
1,1550.0%0.00%0.0%
Q4 2020$23,000
+27.8%
1,1550.0%0.00%0.0%
Q3 2020$18,000
-18.2%
1,1550.0%0.00%0.0%
Q2 2020$22,000
-47.6%
1,155
-14.6%
0.00%
-50.0%
Q4 2019$42,000
-68.9%
1,353
-69.4%
0.00%
-66.7%
Q3 2019$135,000
-9.4%
4,4250.0%0.01%
-14.3%
Q1 2019$149,000
+14.6%
4,4250.0%0.01%0.0%
Q4 2018$130,000
-10.3%
4,425
+15.4%
0.01%
-12.5%
Q3 2018$145,000
+1.4%
3,8350.0%0.01%
+14.3%
Q2 2018$143,000
+10.0%
3,8350.0%0.01%
-12.5%
Q1 2018$130,000
-26.1%
3,835
-22.7%
0.01%
-20.0%
Q4 2017$176,000
+4.8%
4,9640.0%0.01%
+25.0%
Q3 2017$168,0004,9640.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Verger Capital Management LLC 518,621$21,527,96010.98%
Versant Capital Management, Inc 360,315$14,956,6663.78%
ADAPT WEALTH ADVISORS, LLC 98,152$4,074,2852.55%
MFA WEALTH ADVISORS, LLC 236,129$9,801,7142.14%
NAPA WEALTH MANAGEMENT 72,574$3,012,5472.03%
Van Cleef Asset Management,Inc 299,943$12,450,6341.56%
Ayalon Insurance Comp Ltd. 107,722$4,4721.47%
KM Capital Management Ltd. 67,965$2,821,2271.46%
Fiduciary Planning LLC 81,305$3,374,9661.21%
SENTINEL TRUST CO LBA 212,900$8,8371.09%
View complete list of ISHARES TR shareholders