ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 107 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $848,000 | +17.9% | 24,364 | +11.3% | 0.03% | +12.0% |
| Q3 2016 | $719,000 | -0.1% | 21,887 | -1.7% | 0.02% | -3.8% |
| Q2 2016 | $720,000 | +8.9% | 22,272 | -0.5% | 0.03% | -7.1% |
| Q1 2016 | $661,000 | +11.5% | 22,393 | +5.8% | 0.03% | +3.7% |
| Q4 2015 | $593,000 | +38.2% | 21,167 | +41.5% | 0.03% | -20.6% |
| Q3 2015 | $429,000 | -17.3% | 14,964 | +0.9% | 0.03% | -8.1% |
| Q2 2015 | $519,000 | -0.4% | 14,824 | +1.5% | 0.04% | +2.8% |
| Q1 2015 | $521,000 | -0.6% | 14,610 | +3.7% | 0.04% | -36.8% |
| Q4 2014 | $524,000 | -6.6% | 14,085 | +10.1% | 0.06% | -16.2% |
| Q3 2014 | $561,000 | -10.4% | 12,788 | -0.8% | 0.07% | -19.0% |
| Q2 2014 | $626,000 | -50.6% | 12,896 | -55.4% | 0.08% | -8.7% |
| Q1 2014 | $1,266,000 | +80.1% | 28,946 | +78.1% | 0.09% | -14.0% |
| Q4 2013 | $703,000 | +2.3% | 16,256 | -3.0% | 0.11% | -10.8% |
| Q3 2013 | $687,000 | +5.5% | 16,760 | -1.5% | 0.12% | -8.4% |
| Q2 2013 | $651,000 | – | 17,007 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 255,573 | $4,191,000 | 4.45% |
| Morningstar Investment Management LLC | 1,913,632 | $31,384,000 | 3.91% |
| Verger Capital Management LLC | 155,950 | $2,557,000 | 2.29% |
| Parcion Private Wealth LLC | 673,890 | $10,850,000 | 1.66% |
| Affiance Financial, LLC | 139,853 | $2,294,000 | 1.32% |
| Money Design Co.,Ltd. | 628,318 | $10,304,000 | 1.24% |
| SWS Partners | 148,413 | $2,434,000 | 1.22% |
| Van Cleef Asset Management,Inc | 347,825 | $5,704,000 | 1.07% |
| Versant Capital Management, Inc | 118,563 | $1,944,000 | 0.87% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 444,000 | $7,282,000 | 0.77% |