ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $42,989 | -1.4% | 1,155 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $43,612 | -3.2% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $45,033 | +18.5% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | -2.6% | 1,155 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $39,000 | -4.9% | 1,155 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $41,000 | +32.3% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | 0.0% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | +10.7% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +21.7% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +27.8% | 1,155 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | -18.2% | 1,155 | 0.0% | 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% | 4,425 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $149,000 | +14.6% | 4,425 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $130,000 | -10.3% | 4,425 | +15.4% | 0.01% | -12.5% |
| Q3 2018 | $145,000 | +1.4% | 3,835 | 0.0% | 0.01% | +14.3% |
| Q2 2018 | $143,000 | +10.0% | 3,835 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $130,000 | -26.1% | 3,835 | -22.7% | 0.01% | -20.0% |
| Q4 2017 | $176,000 | +4.8% | 4,964 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $168,000 | – | 4,964 | – | 0.01% | – |
Download | ||||||
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% |