Chesley Taft & Associates LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 142 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$682,028
+11.2%
16,530
+0.3%
0.04%
+15.8%
Q2 2023$613,386
+30.7%
16,480
+32.6%
0.04%
+22.6%
Q1 2023$469,357
+6.5%
12,430
+10.0%
0.03%
+3.3%
Q4 2022$440,587
+14.4%
11,300
-2.1%
0.03%
+7.1%
Q3 2022$385,000
+46.4%
11,541
+48.6%
0.03%
+55.6%
Q2 2022$263,000
-90.5%
7,766
-91.3%
0.02%
-91.0%
Q4 2019$2,765,000
+4.8%
89,681
+3.8%
0.20%
-2.5%
Q3 2019$2,639,000
-20.1%
86,361
-15.1%
0.20%
-20.9%
Q2 2019$3,304,000
+3.6%
101,751
+7.5%
0.26%
-3.0%
Q1 2019$3,190,000
+19.8%
94,669
+4.4%
0.27%
+3.5%
Q4 2018$2,662,000
+7.1%
90,684
+37.6%
0.26%
+29.8%
Q3 2018$2,486,000
+46.4%
65,899
+45.1%
0.20%
+35.6%
Q2 2018$1,698,000
+18.9%
45,424
+8.1%
0.15%
+15.0%
Q1 2018$1,428,000
-1.5%
42,024
+3.0%
0.13%
+3.3%
Q4 2017$1,450,000
+14.7%
40,782
+9.7%
0.12%
+12.8%
Q3 2017$1,264,000
+9.6%
37,182
+0.1%
0.11%
+4.8%
Q2 2017$1,153,000
+14.0%
37,150
+22.0%
0.10%
+9.5%
Q1 2017$1,011,000
+18.8%
30,450
+24.5%
0.10%
+13.1%
Q4 2016$851,000
+23.9%
24,450
+17.0%
0.08%
+21.7%
Q3 2016$687,000
+3.8%
20,900
+2.0%
0.07%
+1.5%
Q2 2016$662,000
+15.1%
20,500
+5.1%
0.07%
+11.5%
Q1 2016$575,000
+31.9%
19,500
+25.4%
0.06%
+32.6%
Q4 2015$436,000
+105.7%
15,550
+222.3%
0.05%
+109.1%
Q3 2014$212,000
-2.8%
4,825
+7.2%
0.02%
-4.3%
Q2 2014$218,0004,5000.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders