ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,721,683 | +10.7% | 138,674 | -0.1% | 0.12% | +12.7% |
| Q2 2023 | $5,166,502 | +1.2% | 138,810 | +2.6% | 0.10% | -4.7% |
| Q1 2023 | $5,106,981 | -1.3% | 135,249 | +1.9% | 0.11% | -8.5% |
| Q4 2022 | $5,174,942 | +29.0% | 132,725 | +10.2% | 0.12% | +18.2% |
| Q3 2022 | $4,013,000 | +3.4% | 120,403 | +5.1% | 0.10% | +8.8% |
| Q2 2022 | $3,880,000 | +50.6% | 114,526 | +60.7% | 0.09% | +71.7% |
| Q1 2022 | $2,576,000 | – | 71,264 | – | 0.05% | – |
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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% |