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 | $31,674 | -1.4% | 851 | 0.0% | 0.01% | -25.0% |
| Q1 2023 | $32,134 | -3.2% | 851 | 0.0% | 0.02% | +6.7% |
| Q4 2022 | $33,180 | +18.5% | 851 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $28,000 | -78.8% | 851 | -78.2% | 0.01% | -79.1% |
| Q2 2022 | $132,000 | +214.3% | 3,902 | +234.6% | 0.07% | +252.6% |
| Q1 2022 | $42,000 | +31.2% | 1,166 | 0.0% | 0.02% | +46.2% |
| Q4 2021 | $32,000 | 0.0% | 1,166 | -2.9% | 0.01% | -13.3% |
| Q3 2021 | $32,000 | 0.0% | 1,201 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $32,000 | 0.0% | 1,201 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $32,000 | +33.3% | 1,201 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $24,000 | +20.0% | 1,201 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $20,000 | – | 1,201 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 255,573 | $4,191,000 | 4.45% |
| Morningstar Investment Management LLC | 1,913,632 | $31,384,000 | 3.91% |
| Verger Capital Management LLC | 155,950 | $2,557,000 | 2.29% |
| Parcion Private Wealth LLC | 673,890 | $10,850,000 | 1.66% |
| Affiance Financial, LLC | 139,853 | $2,294,000 | 1.32% |
| Money Design Co.,Ltd. | 628,318 | $10,304,000 | 1.24% |
| SWS Partners | 148,413 | $2,434,000 | 1.22% |
| Van Cleef Asset Management,Inc | 347,825 | $5,704,000 | 1.07% |
| Versant Capital Management, Inc | 118,563 | $1,944,000 | 0.87% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 444,000 | $7,282,000 | 0.77% |