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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,669 | +10.9% | 1,325 | 0.0% | 0.03% | +13.8% |
| Q2 2023 | $49,316 | +0.5% | 1,325 | +1.9% | 0.03% | +7.4% |
| Q1 2023 | $49,090 | -3.2% | 1,300 | 0.0% | 0.03% | -6.9% |
| Q4 2022 | $50,689 | +20.7% | 1,300 | +2.8% | 0.03% | +3.6% |
| Q3 2022 | $42,000 | -2.3% | 1,264 | 0.0% | 0.03% | +7.7% |
| Q2 2022 | $43,000 | -4.4% | 1,264 | +2.1% | 0.03% | 0.0% |
| Q1 2022 | $45,000 | +32.4% | 1,238 | 0.0% | 0.03% | +36.8% |
| Q4 2021 | $34,000 | +6.2% | 1,238 | +2.6% | 0.02% | -5.0% |
| Q3 2021 | $32,000 | 0.0% | 1,207 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $32,000 | +10.3% | 1,207 | +1.6% | 0.02% | +5.3% |
| Q1 2021 | $29,000 | +20.8% | 1,188 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $24,000 | +26.3% | 1,188 | +2.9% | 0.02% | +12.5% |
| Q3 2020 | $19,000 | -17.4% | 1,154 | 0.0% | 0.02% | -27.3% |
| Q2 2020 | $23,000 | -89.4% | 1,154 | -91.0% | 0.02% | -91.6% |
| Q1 2020 | $217,000 | – | 12,836 | – | 0.26% | – |
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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% |