Palisades Hudson Asset Management, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 114 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Palisades Hudson Asset Management, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$925,000
-21.7%
56,405
-6.8%
0.60%
-26.0%
Q2 2020$1,182,000
+8.8%
60,516
-5.9%
0.81%
-12.4%
Q1 2020$1,086,000
-46.9%
64,327
-3.0%
0.92%
-29.6%
Q4 2019$2,045,000
+5.5%
66,316
+4.5%
1.31%
-3.1%
Q3 2019$1,939,000
-5.9%
63,4570.0%1.35%
-5.3%
Q2 2019$2,060,000
-25.7%
63,457
-22.9%
1.43%
-20.3%
Q1 2019$2,773,000
+13.1%
82,273
-1.5%
1.79%
+24.9%
Q4 2018$2,451,000
-16.3%
83,512
+7.6%
1.43%
-5.1%
Q3 2018$2,927,000
+1.1%
77,605
+0.2%
1.51%
-3.1%
Q2 2018$2,894,000
+0.6%
77,432
-8.5%
1.56%
-0.6%
Q1 2018$2,877,000
-4.8%
84,660
-0.4%
1.57%
-5.7%
Q4 2017$3,022,000
-2.0%
85,007
-6.4%
1.66%
-5.2%
Q3 2017$3,085,000
+9.3%
90,773
-0.2%
1.75%
+6.2%
Q2 2017$2,823,000
-4.9%
90,943
+1.7%
1.65%
-12.4%
Q1 2017$2,970,000
-4.6%
89,4440.0%1.88%
-1.1%
Q4 2016$3,113,000
-3.7%
89,444
-9.1%
1.91%
-22.9%
Q3 2016$3,234,000
-0.1%
98,381
-1.8%
2.47%
-6.2%
Q2 2016$3,236,000
-0.5%
100,151
-9.1%
2.64%
+3.0%
Q1 2016$3,252,000
+101.1%
110,215
+91.0%
2.56%
+87.5%
Q4 2015$1,617,000
-56.1%
57,700
-55.0%
1.36%
-58.4%
Q3 2015$3,681,000
+1384.3%
128,294
+1716.2%
3.28%
+1433.6%
Q2 2015$248,000
-31.5%
7,064
-27.5%
0.21%
-24.6%
Q4 2014$362,0009,7460.28%
Other shareholders
ISHARES TR shareholders Q4 2016
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