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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,000 | +20.0% | 345 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $10,000 | -23.1% | 345 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $13,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | +8.3% | 345 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $12,000 | +9.1% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | -8.3% | 345 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $12,000 | -91.5% | 345 | -92.0% | 0.00% | -91.2% |
| Q3 2016 | $141,000 | +1.4% | 4,300 | 0.0% | 0.03% | -5.6% |
| Q2 2016 | $139,000 | +9.4% | 4,300 | 0.0% | 0.04% | +9.1% |
| Q1 2016 | $127,000 | +5.0% | 4,300 | 0.0% | 0.03% | +26.9% |
| Q4 2015 | $121,000 | -1.6% | 4,300 | 0.0% | 0.03% | -21.2% |
| Q3 2015 | $123,000 | -18.0% | 4,300 | 0.0% | 0.03% | -10.8% |
| Q2 2015 | $150,000 | -2.0% | 4,300 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $153,000 | -4.4% | 4,300 | 0.0% | 0.04% | -11.9% |
| Q4 2014 | $160,000 | -15.3% | 4,300 | 0.0% | 0.04% | -28.8% |
| Q3 2014 | $189,000 | -9.6% | 4,300 | 0.0% | 0.06% | +40.5% |
| Q2 2014 | $209,000 | +11.2% | 4,300 | 0.0% | 0.04% | +5.0% |
| Q1 2014 | $188,000 | – | 4,300 | – | 0.04% | – |
Download | ||||||
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% |