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 | 346,646 | $14,302,606 | 12.64% |
| Versant Capital Management, Inc | 375,069 | $15,475,351 | 4.92% |
| Sterling Manor Financial, LLC | 95,582 | $3,943,714 | 3.57% |
| MFA WEALTH ADVISORS, LLC | 237,163 | $9,785,336 | 3.04% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 108,770 | $4,487,850 | 2.92% |
| Buttonwood Financial Group, LLC | 87,245 | $3,524,700 | 2.57% |
| Van Cleef Asset Management,Inc | 306,179 | $12,632,946 | 1.99% |
| Ayalon Insurance Comp Ltd. | 108,710 | $4,485 | 1.89% |
| Parcion Private Wealth LLC | 405,399 | $16,726,754 | 1.74% |
| Derbend Asset Management | 54,785 | $2,260,425 | 1.54% |