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 | $1,889,599 | +3.3% | 45,797 | -6.8% | 0.00% | 0.0% |
| Q2 2023 | $1,828,667 | -2.3% | 49,131 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $1,871,248 | -5.4% | 49,556 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $1,978,523 | +24.1% | 50,744 | +6.1% | 0.00% | 0.0% |
| Q3 2022 | $1,594,000 | -1.2% | 47,822 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $1,614,000 | +572.5% | 47,649 | +618.4% | 0.00% | – |
| Q1 2022 | $240,000 | -57.9% | 6,633 | -77.3% | 0.00% | -100.0% |
| Q2 2020 | $570,000 | +13.5% | 29,162 | -1.8% | 0.00% | 0.0% |
| Q1 2020 | $502,000 | -49.4% | 29,683 | -7.8% | 0.00% | -50.0% |
| Q4 2019 | $993,000 | – | 32,192 | – | 0.00% | – |
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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% |