ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,771 | -99.2% | 42,925 | +641.6% | 0.28% | +654.1% |
| Q1 2022 | $209,000 | -90.8% | 5,788 | -93.1% | 0.04% | -92.2% |
| Q3 2021 | $2,264,000 | +26.7% | 84,325 | -22.6% | 0.47% | -0.2% |
| Q3 2020 | $1,787,000 | -14.3% | 108,958 | +2.1% | 0.48% | -20.8% |
| Q2 2020 | $2,084,000 | +32.0% | 106,672 | +14.1% | 0.60% | +21.5% |
| Q1 2020 | $1,579,000 | – | 93,471 | – | 0.49% | – |
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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% |