Lattice Strategies LLC - ISHARES TR ownership

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
Lattice Strategies LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$226,000
-4.6%
6,8000.0%0.18%
-8.8%
Q4 2016$237,000
+5.8%
6,8000.0%0.19%
+12.9%
Q3 2016$224,000
+1.8%
6,8000.0%0.17%
-0.6%
Q2 2016$220,000
+9.5%
6,8000.0%0.17%
+10.3%
Q1 2016$201,000
-15.5%
6,8000.0%0.16%
+13.0%
Q2 2015$238,000
-2.1%
6,8000.0%0.14%
+1.5%
Q1 2015$243,000
-4.0%
6,8000.0%0.14%
-2.9%
Q4 2014$253,000
-15.1%
6,8000.0%0.14%
-12.5%
Q3 2014$298,000
-9.7%
6,8000.0%0.16%
-6.4%
Q2 2014$330,000
+10.7%
6,8000.0%0.17%
+14.0%
Q1 2014$298,000
+1.4%
6,8000.0%0.15%
-6.2%
Q4 2013$294,000
+5.4%
6,8000.0%0.16%
+6.0%
Q3 2013$279,000
+7.3%
6,8000.0%0.15%
-3.2%
Q2 2013$260,0006,8000.16%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders