ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 244 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770 | -69.0% | 18,652 | -72.1% | 0.00% | -66.7% |
| Q2 2023 | $2,487 | -3.6% | 66,829 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $2,579 | -3.2% | 68,303 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $2,663 | -99.9% | 68,303 | -18.9% | 0.00% | 0.0% |
| Q3 2022 | $2,808,000 | -9.2% | 84,253 | -7.6% | 0.00% | 0.0% |
| Q2 2022 | $3,091,000 | +1.4% | 91,227 | +8.2% | 0.00% | +33.3% |
| Q1 2022 | $3,049,000 | -28.6% | 84,332 | -45.7% | 0.00% | -25.0% |
| Q4 2021 | $4,270,000 | +5.4% | 155,212 | +2.9% | 0.00% | 0.0% |
| Q3 2021 | $4,052,000 | +5.3% | 150,905 | +4.3% | 0.00% | 0.0% |
| Q2 2021 | $3,848,000 | -17.7% | 144,715 | -3.9% | 0.00% | -33.3% |
| Q2 2017 | $4,674,000 | -6.5% | 150,588 | -0.0% | 0.01% | -14.3% |
| Q1 2017 | $5,000,000 | -4.6% | 150,589 | +0.0% | 0.01% | 0.0% |
| Q4 2016 | $5,240,000 | +3.6% | 150,588 | -2.1% | 0.01% | 0.0% |
| Q3 2016 | $5,058,000 | +1.7% | 153,878 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $4,972,000 | – | 153,878 | – | 0.01% | – |
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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% |