ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 78 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $235,000 | -66.9% | 4,236 | -67.3% | 0.07% | -68.4% |
| Q3 2019 | $710,000 | -17.5% | 12,957 | -20.8% | 0.23% | -15.8% |
| Q2 2019 | $861,000 | -12.3% | 16,368 | -13.9% | 0.28% | -14.2% |
| Q1 2019 | $982,000 | +32.0% | 19,003 | +17.5% | 0.32% | +22.7% |
| Q4 2018 | $744,000 | +236.7% | 16,175 | +267.6% | 0.26% | +277.1% |
| Q3 2018 | $221,000 | -81.6% | 4,400 | -61.2% | 0.07% | -82.4% |
| Q4 2017 | $1,203,000 | -24.5% | 11,351 | -27.5% | 0.40% | -26.3% |
| Q3 2017 | $1,594,000 | +37.7% | 15,652 | +38.2% | 0.54% | +33.4% |
| Q2 2017 | $1,158,000 | 0.0% | 11,326 | -2.8% | 0.40% | -5.2% |
| Q1 2017 | $1,158,000 | -2.3% | 11,657 | -2.3% | 0.43% | -8.0% |
| Q3 2016 | $1,185,000 | -15.3% | 11,931 | -14.6% | 0.46% | -19.5% |
| Q2 2016 | $1,399,000 | -42.0% | 13,971 | -43.5% | 0.58% | -46.5% |
| Q1 2016 | $2,410,000 | -22.6% | 24,746 | -26.0% | 1.08% | -28.2% |
| Q4 2015 | $3,113,000 | – | 33,462 | – | 1.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 82,341 | $3,442,000 | 1.99% |
| Financial & Tax Architects, LLC | 18,864 | $1,153,345 | 0.56% |
| Slow Capital, Inc. | 47,176 | $2,884,000 | 0.54% |
| WealthBridge Capital Management, LLC | 15,309 | $936,000 | 0.34% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 36,249 | $2,216,264 | 0.27% |
| Cedar Brook Financial Partners, LLC | 10,457 | $639,000 | 0.18% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,145,000 | 0.18% |
| Madden Advisory Services, Inc. | 3,763 | $230,000 | 0.17% |
| Richard Bernstein Advisors LLC | 129,945 | $7,945,000 | 0.16% |
| Crescent Grove Advisors, LLC | 21,550 | $1,318,000 | 0.14% |