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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,415 | +59.5% | 1,804 | +44.0% | 0.00% | – |
| Q2 2023 | $46,644 | -63.8% | 1,253 | -63.3% | 0.00% | – |
| Q1 2023 | $128,952 | +94.5% | 3,416 | +100.9% | 0.00% | – |
| Q4 2022 | $66,288 | +57.8% | 1,700 | +34.8% | 0.00% | – |
| Q3 2022 | $42,000 | 0.0% | 1,261 | +2.7% | 0.00% | – |
| Q2 2022 | $42,000 | -47.5% | 1,228 | -43.6% | 0.00% | – |
| Q1 2022 | $80,000 | +471.4% | 2,178 | +328.7% | 0.00% | – |
| Q4 2021 | $14,000 | +180.0% | 508 | +200.6% | 0.00% | – |
| Q3 2021 | $5,000 | +25.0% | 169 | +18.2% | 0.00% | – |
| Q2 2021 | $4,000 | -60.0% | 143 | -64.8% | 0.00% | – |
| Q1 2021 | $10,000 | +150.0% | 406 | +90.6% | 0.00% | – |
| Q4 2020 | $4,000 | -33.3% | 213 | -37.7% | 0.00% | – |
| Q3 2020 | $6,000 | +20.0% | 342 | +32.6% | 0.00% | – |
| Q2 2020 | $5,000 | -28.6% | 258 | -39.4% | 0.00% | – |
| Q1 2020 | $7,000 | -73.1% | 426 | -49.8% | 0.00% | – |
| Q4 2019 | $26,000 | +36.8% | 848 | +38.3% | 0.00% | – |
| Q3 2019 | $19,000 | -13.6% | 613 | -10.9% | 0.00% | – |
| Q2 2019 | $22,000 | -45.0% | 688 | -43.4% | 0.00% | – |
| Q1 2019 | $40,000 | +66.7% | 1,215 | +48.7% | 0.00% | – |
| Q4 2018 | $24,000 | -52.0% | 817 | -39.1% | 0.00% | – |
| Q3 2018 | $50,000 | – | 1,342 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Versant Capital Management, Inc | 375,997 | $14,705,261 | 4.38% |
| Buttonwood Financial Group, LLC | 77,067 | $3,014,138 | 2.19% |
| WealthPLAN Partners, LLC | 6,659 | $260,433 | 0.03% |
| TOMPKINS FINANCIAL CORP | 4,828 | $188,823 | 0.02% |
| Anchor Investment Management, LLC | 3,380 | $132,181 | 0.02% |
| Diversified Trust Co | 5,281 | $206,539 | 0.01% |
| Peoples Bank/KS | 150 | $5,866 | 0.01% |
| Founders Capital Management | 132 | $5,163 | 0.00% |
| Pacifica Partners Inc. | 168 | $6,545 | 0.00% |
| Valued Wealth Advisors LLC | 12 | $505 | 0.00% |