ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 244 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,402,502 | +22.9% | 58,228 | +10.9% | 1.08% | +15.4% |
| Q2 2023 | $1,954,183 | -10.1% | 52,504 | -8.8% | 0.93% | -9.3% |
| Q1 2023 | $2,172,856 | +6.5% | 57,544 | +10.0% | 1.03% | +10.6% |
| Q4 2022 | $2,040,000 | +36.9% | 52,323 | +17.1% | 0.93% | +2.1% |
| Q3 2022 | $1,490,000 | -6.2% | 44,696 | -4.7% | 0.91% | -6.7% |
| Q2 2022 | $1,589,000 | – | 46,908 | – | 0.98% | – |
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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% |