ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 148 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $16,000 | +9.2% | 465 | -38.0% | 0.00% | -33.3% |
| Q2 2020 | $14,655 | +15.7% | 750 | 0.0% | 0.00% | -57.1% |
| Q1 2020 | $12,668 | -62.3% | 750 | -31.2% | 0.01% | -56.2% |
| Q4 2019 | $33,605 | +46.6% | 1,090 | +45.3% | 0.02% | +33.3% |
| Q3 2019 | $22,920 | -5.9% | 750 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $24,353 | -3.6% | 750 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $25,275 | +14.8% | 750 | 0.0% | 0.01% | +7.7% |
| Q4 2018 | $22,013 | -22.2% | 750 | 0.0% | 0.01% | -13.3% |
| Q3 2018 | $28,290 | +0.9% | 750 | 0.0% | 0.02% | -11.8% |
| Q2 2018 | $28,035 | +10.0% | 750 | 0.0% | 0.02% | +6.2% |
| Q1 2018 | $25,485 | -68.6% | 750 | -67.1% | 0.02% | -69.2% |
| Q4 2017 | $81,054 | +4.6% | 2,280 | 0.0% | 0.05% | -3.7% |
| Q3 2017 | $77,497 | – | 2,280 | – | 0.05% | – |
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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% |