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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $418,000 | +6.1% | 12,000 | 0.0% | 0.07% | +3.0% |
| Q3 2016 | $394,000 | +1.5% | 12,000 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $388,000 | +9.6% | 12,000 | 0.0% | 0.07% | +13.8% |
| Q1 2016 | $354,000 | +5.4% | 12,000 | 0.0% | 0.06% | -15.9% |
| Q4 2015 | $336,000 | +30.2% | 12,000 | +33.3% | 0.07% | +7.8% |
| Q3 2015 | $258,000 | -99.9% | 9,000 | -21.7% | 0.06% | -34.7% |
| Q2 2015 | $402,270,000 | -1.9% | 11,500 | 0.0% | 0.10% | +16.7% |
| Q1 2015 | $410,205,000 | +95742.3% | 11,500 | 0.0% | 0.08% | -4.5% |
| Q4 2014 | $428,000 | +30.1% | 11,500 | +53.3% | 0.09% | -11.1% |
| Q3 2014 | $329,000 | -9.6% | 7,500 | 0.0% | 0.10% | +5.3% |
| Q2 2014 | $364,000 | +11.0% | 7,500 | 0.0% | 0.09% | 0.0% |
| Q1 2014 | $328,000 | +1.2% | 7,500 | 0.0% | 0.09% | -16.1% |
| Q4 2013 | $324,000 | +5.2% | 7,500 | 0.0% | 0.11% | +5.7% |
| Q3 2013 | $308,000 | – | 7,500 | – | 0.11% | – |
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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% |