InterOcean Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 145 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
InterOcean Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$2,222,000
-13.8%
36,455
-2.7%
0.20%0.0%
Q4 2019$2,577,000
+5.7%
37,481
-6.1%
0.20%
+0.5%
Q3 2019$2,438,000
-3.4%
39,903
-2.4%
0.20%
-12.7%
Q2 2019$2,524,000
-4.4%
40,904
-5.4%
0.23%
-7.3%
Q1 2019$2,641,000
+13.8%
43,219
+5.5%
0.25%0.0%
Q4 2018$2,320,000
-12.9%
40,952
-3.2%
0.25%
-11.5%
Q3 2018$2,665,000
-17.6%
42,320
-26.2%
0.28%
-26.8%
Q2 2018$3,235,000
+12.6%
57,314
+122.0%
0.38%
-0.5%
Q1 2018$2,874,000
+6.5%
25,815
+7.6%
0.38%
+5.5%
Q4 2017$2,699,000
-10.7%
23,986
-10.8%
0.36%
-19.6%
Q3 2017$3,023,00026,8820.45%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders