ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 139 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544,467 | +30.2% | 13,196 | +17.4% | 0.00% | – |
| Q2 2023 | $418,204 | -7.6% | 11,236 | -6.3% | 0.00% | – |
| Q1 2023 | $452,629 | -21.3% | 11,987 | -18.7% | 0.00% | – |
| Q4 2022 | $574,908 | +24.4% | 14,745 | +6.3% | 0.00% | – |
| Q3 2022 | $462,000 | -20.2% | 13,869 | -18.8% | 0.00% | – |
| Q2 2022 | $579,000 | -12.9% | 17,090 | -7.2% | 0.00% | – |
| Q1 2022 | $665,000 | +62.2% | 18,417 | +23.7% | 0.00% | – |
| Q4 2021 | $410,000 | +25.8% | 14,894 | +22.5% | 0.00% | – |
| Q3 2021 | $326,000 | -38.7% | 12,158 | -39.3% | 0.00% | – |
| Q2 2021 | $532,000 | +2.7% | 20,026 | -4.6% | 0.00% | – |
| Q1 2021 | $518,000 | +18.5% | 20,998 | -2.5% | 0.00% | – |
| Q4 2020 | $437,000 | +21.4% | 21,533 | -1.9% | 0.00% | – |
| Q3 2020 | $360,000 | -21.6% | 21,943 | -6.5% | 0.00% | – |
| Q2 2020 | $459,000 | +210.1% | 23,473 | +167.4% | 0.00% | – |
| Q1 2020 | $148,000 | -45.0% | 8,779 | +0.7% | 0.00% | – |
| Q4 2019 | $269,000 | -20.9% | 8,714 | -21.8% | 0.00% | – |
| Q3 2019 | $340,000 | -14.6% | 11,139 | -9.2% | 0.00% | – |
| Q2 2019 | $398,000 | -6.4% | 12,263 | -2.8% | 0.00% | – |
| Q1 2019 | $425,000 | +55.1% | 12,612 | +34.9% | 0.00% | – |
| Q4 2018 | $274,000 | -69.4% | 9,350 | -60.6% | 0.00% | -100.0% |
| Q3 2018 | $894,000 | +5.5% | 23,703 | +4.6% | 0.00% | 0.0% |
| Q2 2018 | $847,000 | +39.8% | 22,667 | +27.0% | 0.00% | – |
| Q1 2018 | $606,000 | -4.1% | 17,855 | +0.5% | 0.00% | -100.0% |
| Q4 2017 | $632,000 | +15.8% | 17,759 | +10.6% | 0.00% | – |
| Q3 2017 | $546,000 | +6.0% | 16,055 | -3.2% | 0.00% | – |
| Q2 2017 | $515,000 | -12.0% | 16,593 | -5.9% | 0.00% | -100.0% |
| Q1 2017 | $585,000 | -7.1% | 17,635 | -2.7% | 0.00% | 0.0% |
| Q4 2016 | $630,000 | +42.2% | 18,122 | +34.3% | 0.00% | – |
| Q3 2016 | $443,000 | -3.1% | 13,495 | -4.8% | 0.00% | – |
| Q2 2016 | $457,000 | -9.5% | 14,168 | -17.1% | 0.00% | -100.0% |
| Q1 2016 | $505,000 | +10.7% | 17,095 | +5.0% | 0.00% | – |
| Q4 2015 | $456,000 | -5.8% | 16,288 | -3.4% | 0.00% | – |
| Q3 2015 | $484,000 | -34.5% | 16,860 | -20.2% | 0.00% | -100.0% |
| Q2 2015 | $739,000 | -52.2% | 21,117 | -51.3% | 0.00% | 0.0% |
| Q1 2015 | $1,546,000 | -2.1% | 43,322 | +2.1% | 0.00% | 0.0% |
| Q4 2014 | $1,579,000 | +4.6% | 42,449 | +23.2% | 0.00% | 0.0% |
| Q3 2014 | $1,510,000 | -10.2% | 34,448 | -0.6% | 0.00% | -50.0% |
| Q2 2014 | $1,682,000 | +9.6% | 34,664 | -1.1% | 0.00% | 0.0% |
| Q1 2014 | $1,535,000 | -7.2% | 35,055 | -8.4% | 0.00% | +100.0% |
| Q4 2013 | $1,654,000 | +3.9% | 38,283 | -1.4% | 0.00% | 0.0% |
| Q3 2013 | $1,592,000 | +7.9% | 38,810 | +0.7% | 0.00% | 0.0% |
| Q2 2013 | $1,476,000 | – | 38,533 | – | 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% |