ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 102 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $428,000 | +15.1% | 12,690 | 0.0% | 0.12% | +3.6% |
| Q4 2018 | $372,000 | -22.3% | 12,690 | 0.0% | 0.11% | -13.3% |
| Q3 2018 | $479,000 | +1.1% | 12,690 | 0.0% | 0.13% | -5.9% |
| Q2 2018 | $474,000 | +10.0% | 12,690 | 0.0% | 0.14% | +6.2% |
| Q1 2018 | $431,000 | -4.4% | 12,690 | 0.0% | 0.13% | -5.9% |
| Q4 2017 | $451,000 | +4.6% | 12,690 | 0.0% | 0.14% | 0.0% |
| Q3 2017 | $431,000 | +9.4% | 12,690 | 0.0% | 0.14% | +6.2% |
| Q2 2017 | $394,000 | -6.4% | 12,690 | 0.0% | 0.13% | -3.0% |
| Q1 2017 | $421,000 | -4.8% | 12,690 | 0.0% | 0.13% | -5.7% |
| Q4 2016 | $442,000 | +6.0% | 12,690 | 0.0% | 0.14% | 0.0% |
| Q3 2016 | $417,000 | +1.7% | 12,690 | 0.0% | 0.14% | +3.7% |
| Q2 2016 | $410,000 | +9.6% | 12,690 | 0.0% | 0.14% | +10.7% |
| Q1 2016 | $374,000 | +5.1% | 12,690 | 0.0% | 0.12% | +0.8% |
| Q4 2015 | $356,000 | -2.2% | 12,690 | 0.0% | 0.12% | -12.3% |
| Q3 2015 | $364,000 | -18.0% | 12,690 | 0.0% | 0.14% | -12.1% |
| Q2 2015 | $444,000 | -2.0% | 12,690 | 0.0% | 0.16% | +0.6% |
| Q1 2015 | $453,000 | -4.0% | 12,690 | 0.0% | 0.16% | -7.7% |
| Q4 2014 | $472,000 | -15.1% | 12,690 | 0.0% | 0.17% | -20.3% |
| Q3 2014 | $556,000 | -9.7% | 12,690 | 0.0% | 0.21% | -7.4% |
| Q2 2014 | $616,000 | +11.0% | 12,690 | 0.0% | 0.23% | +7.0% |
| Q1 2014 | $555,000 | +1.3% | 12,690 | 0.0% | 0.21% | -0.9% |
| Q4 2013 | $548,000 | +5.2% | 12,690 | 0.0% | 0.22% | -4.8% |
| Q3 2013 | $521,000 | – | 12,690 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 283,855 | $5,765,000 | 5.05% |
| MFA WEALTH ADVISORS, LLC | 258,556 | $5,251,000 | 4.68% |
| Morningstar Investment Management LLC | 1,952,838 | $39,662,000 | 4.46% |
| Money Design Co.,Ltd. | 899,942 | $18,458,000 | 2.11% |
| Versant Capital Management, Inc | 232,133 | $4,714,000 | 1.86% |
| EWG Elevate Inc. | 180,146 | $3,659,000 | 1.68% |
| Affiance Financial, LLC | 157,019 | $3,189,000 | 1.66% |
| Fort Point Capital Partners LLC | 332,242 | $6,748,000 | 1.55% |
| Van Cleef Asset Management,Inc | 354,525 | $7,200,000 | 1.18% |
| Ayalon Insurance Comp Ltd. | 103,920 | $2,111,000 | 0.96% |