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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $178,547 | +19.7% | 4,327 | +8.0% | 0.00% | 0.0% |
| Q2 2023 | $149,191 | +5313.3% | 4,008 | +5390.4% | 0.00% | – |
| Q1 2023 | $2,756 | +909.5% | 73 | +942.9% | 0.00% | – |
| Q4 2022 | $273 | -96.6% | 7 | -97.6% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 290 | -38.6% | 0.00% | – |
| Q3 2020 | $8,000 | -11.1% | 472 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | +12.5% | 472 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -46.7% | 472 | 0.0% | 0.00% | – |
| Q4 2019 | $15,000 | +7.1% | 472 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | -6.7% | 472 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | -6.2% | 472 | 0.0% | 0.00% | – |
| Q1 2019 | $16,000 | +14.3% | 472 | 0.0% | 0.00% | – |
| Q4 2018 | $14,000 | -22.2% | 472 | 0.0% | 0.00% | – |
| Q3 2018 | $18,000 | 0.0% | 472 | 0.0% | 0.00% | – |
| Q2 2018 | $18,000 | +12.5% | 472 | 0.0% | 0.00% | – |
| Q1 2018 | $16,000 | -100.0% | 472 | -100.0% | 0.00% | -100.0% |
| Q2 2015 | $57,437,000 | +35.6% | 1,642,000 | +38.3% | 0.09% | +32.3% |
| Q1 2015 | $42,351,000 | +28.0% | 1,187,300 | +33.4% | 0.06% | +22.6% |
| Q4 2014 | $33,092,000 | +13.5% | 889,800 | +33.8% | 0.05% | +6.0% |
| Q3 2014 | $29,158,000 | +8.0% | 665,100 | +19.6% | 0.05% | +13.6% |
| Q2 2014 | $26,987,000 | +26.5% | 556,200 | +14.1% | 0.04% | +25.7% |
| Q1 2014 | $21,336,000 | +48.0% | 487,450 | +46.1% | 0.04% | +45.8% |
| Q4 2013 | $14,416,000 | +26.1% | 333,545 | +19.7% | 0.02% | +20.0% |
| Q3 2013 | $11,428,000 | +63.9% | 278,595 | +53.0% | 0.02% | +42.9% |
| Q2 2013 | $6,973,000 | – | 182,145 | – | 0.01% | – |
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% |