ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 75 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $374,000 | +43.3% | 2,859 | +6.4% | 0.01% | +100.0% |
| Q2 2016 | $261,000 | -78.2% | 2,686 | -78.6% | 0.01% | -76.2% |
| Q2 2015 | $1,200,000 | -65.6% | 12,539 | -67.2% | 0.02% | -68.7% |
| Q3 2014 | $3,489,000 | +15.1% | 38,182 | +12.1% | 0.07% | +42.6% |
| Q2 2014 | $3,031,000 | +146.6% | 34,069 | +134.3% | 0.05% | +213.3% |
| Q1 2014 | $1,229,000 | +471.6% | 14,542 | +462.1% | 0.02% | +650.0% |
| Q4 2013 | $215,000 | -75.6% | 2,587 | -78.1% | 0.00% | -81.8% |
| Q3 2013 | $882,000 | – | 11,792 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MA Private Wealth | 111,900 | $20,698,000 | 5.82% |
| Newfound Research LLC | 26,976 | $4,990,000 | 4.38% |
| Sharkey, Howes & Javer | 35,100 | $6,492,000 | 2.80% |
| PARK AVENUE SECURITIES LLC | 292,134 | $54,036,000 | 2.55% |
| Bernardo Wealth Planning LLC | 18,485 | $3,419,000 | 2.48% |
| Icon Wealth Partners, LLC | 33,511 | $6,199,000 | 2.12% |
| PATTEN & PATTEN INC/TN | 96,464 | $17,843,000 | 1.95% |
| Concorde Asset Management, LLC | 10,044 | $1,858,000 | 1.43% |
| Day & Ennis, LLC | 14,693 | $2,718,000 | 1.40% |
| Outlook Wealth Advisors, LLC | 12,713 | $2,351,000 | 1.40% |