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 | $370,021 | +66.7% | 8,968 | +50.4% | 0.07% | +53.2% |
| Q2 2023 | $221,944 | -12.4% | 5,963 | -11.2% | 0.05% | -21.7% |
| Q1 2023 | $253,457 | -8.1% | 6,712 | -5.1% | 0.06% | -20.0% |
| Q4 2022 | $275,750 | +5.2% | 7,072 | -10.2% | 0.08% | -21.1% |
| Q3 2022 | $262,000 | -2.6% | 7,871 | -0.7% | 0.10% | +4.4% |
| Q2 2022 | $269,000 | -8.5% | 7,926 | -3.0% | 0.09% | 0.0% |
| Q1 2022 | $294,000 | – | 8,169 | – | 0.09% | – |
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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% |