Coston, McIsaac & Partners - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.77 and the average weighting 0.3%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10
+11.1%
2650.0%0.00%
+33.3%
Q2 2023$90.0%265
+1.9%
0.00%0.0%
Q1 2023$9
-10.0%
2600.0%0.00%
-25.0%
Q4 2022$10
-99.9%
260
+3.2%
0.00%0.0%
Q3 2022$8,000
-11.1%
252
-0.4%
0.00%
-20.0%
Q2 2022$9,0002530.01%
Other shareholders
ISHARES TR shareholders Q4 2022
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