ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 108 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $285,000 | +19.7% | 9,191 | +25.0% | 0.01% | +60.0% |
| Q2 2016 | $238,000 | -28.5% | 7,351 | -38.0% | 0.01% | -16.7% |
| Q4 2015 | $333,000 | -14.8% | 11,863 | +8.2% | 0.01% | -25.0% |
| Q1 2015 | $391,000 | -91.0% | 10,961 | -88.9% | 0.01% | -90.5% |
| Q3 2014 | $4,342,000 | +510.7% | 99,035 | +576.0% | 0.08% | +663.6% |
| Q2 2014 | $711,000 | +143.5% | 14,650 | +105.6% | 0.01% | +175.0% |
| Q3 2013 | $292,000 | – | 7,126 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 283,855 | $5,765,000 | 5.05% |
| MFA WEALTH ADVISORS, LLC | 258,556 | $5,251,000 | 4.68% |
| Morningstar Investment Management LLC | 1,952,838 | $39,662,000 | 4.46% |
| Money Design Co.,Ltd. | 899,942 | $18,458,000 | 2.11% |
| Versant Capital Management, Inc | 232,133 | $4,714,000 | 1.86% |
| EWG Elevate Inc. | 180,146 | $3,659,000 | 1.68% |
| Affiance Financial, LLC | 157,019 | $3,189,000 | 1.66% |
| Fort Point Capital Partners LLC | 332,242 | $6,748,000 | 1.55% |
| Van Cleef Asset Management,Inc | 354,525 | $7,200,000 | 1.18% |
| Ayalon Insurance Comp Ltd. | 103,920 | $2,111,000 | 0.96% |