Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 203 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$207,000
-17.5%
689
-51.9%
0.02%
-61.3%
Q3 2018$251,000
-79.0%
1,433
-80.3%
0.06%
-82.7%
Q2 2018$1,195,000
+798.5%
7,263
+762.6%
0.36%
+632.7%
Q1 2018$133,000
-2.2%
842
-4.8%
0.05%
-3.9%
Q4 2017$136,000
-84.7%
884
-85.8%
0.05%
-82.2%
Q3 2017$886,000
-68.8%
6,222
-71.3%
0.29%
-53.5%
Q2 2017$2,838,000
+1.3%
21,678
-3.9%
0.62%
+3.7%
Q1 2017$2,802,000
+1.2%
22,552
-1.3%
0.60%
-1.7%
Q4 2016$2,770,000
+32.8%
22,842
+21.2%
0.60%
+12.9%
Q3 2016$2,086,000
+16.3%
18,846
+2.2%
0.54%
+12.4%
Q2 2016$1,794,000
+28.1%
18,436
+28.3%
0.48%
+23.3%
Q4 2015$1,401,000
-15.2%
14,366
-21.8%
0.39%
-21.0%
Q3 2015$1,652,000
-6.0%
18,3610.0%0.49%
+6.1%
Q2 2015$1,757,000
+13.9%
18,361
+15.2%
0.46%
+9.2%
Q1 2015$1,543,000
+199.6%
15,933
+193.5%
0.42%
+172.9%
Q4 2014$515,000
+25.3%
5,428
+20.9%
0.16%
+27.0%
Q3 2014$411,000
+5.1%
4,490
+2.1%
0.12%
+9.9%
Q2 2014$391,000
+11.4%
4,398
+6.0%
0.11%
-42.5%
Q1 2014$351,000
+3.5%
4,149
+1.7%
0.19%
+2.7%
Q4 2013$339,0004,0790.19%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 62,321$2,629,0002.27%
Outlook Wealth Advisors, LLC 110,619$4,666,0002.09%
4J Wealth Management LLC 38,719$1,633,0002.09%
PATTEN & PATTEN INC/TN 519,487$21,912,0002.08%
Flagship Private Wealth, LLC 46,229$1,950,0002.01%
FORTE ASSET MANAGEMENT LLC 63,331$2,671,0001.77%
DEFINED WEALTH MANAGEMENT, LLC 36,922$1,557,0001.70%
EQ LLC 44,233$1,866,0001.61%
Dentgroup LLC 32,160$1,340,0001.35%
Bernardo Wealth Planning LLC 51,025$2,255,0001.28%
View complete list of ISHARES TR shareholders