Stonehage Fleming Financial Services Holdings Ltd - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.77 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stonehage Fleming Financial Services Holdings Ltd ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders