PGIM Custom Harvest LLC - ISHARES TR ownership

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
PGIM Custom Harvest LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,295,601
+6.5%
79,874
-3.9%
0.12%
+4.3%
Q2 2023$3,093,466
-10.5%
83,113
-9.2%
0.12%
-18.2%
Q1 2023$3,457,645
-15.8%
91,569
-13.0%
0.14%
-23.1%
Q4 2022$4,105,023
+38.9%
105,284
-4.4%
0.19%
-58.5%
Q3 2021$2,955,000110,0730.45%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders