Perigon Wealth Management, LLC - ISHARES TR ownership

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
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$305,885
-43.5%
7,414
-49.1%
0.01%
+9.1%
Q2 2023$541,816
+100.5%
14,558
+103.4%
0.01%
-26.7%
Q1 2023$270,273
-3.2%
7,1580.0%0.02%
+66.7%
Q4 2022$279,077
+10.3%
7,158
-5.7%
0.01%
-59.1%
Q3 2022$253,000
+2.4%
7,594
+4.1%
0.02%
+4.8%
Q2 2022$247,000
-6.4%
7,2940.0%0.02%
+10.5%
Q1 2022$264,000
+238.5%
7,294
+90.9%
0.02%
+111.1%
Q4 2020$78,000
-79.1%
3,821
-61.7%
0.01%
-92.0%
Q2 2018$373,000
+617.3%
9,976
+557.6%
0.11%
+489.5%
Q1 2018$52,000
-16.1%
1,517
-13.4%
0.02%
-17.4%
Q4 2017$62,000
-77.9%
1,751
-78.8%
0.02%
-74.7%
Q3 2017$281,000
-54.3%
8,260
-58.3%
0.09%
-32.1%
Q2 2017$615,000
-22.0%
19,820
-16.4%
0.13%
-19.8%
Q1 2017$788,000
-1.3%
23,722
-0.7%
0.17%
-4.0%
Q4 2016$798,000
+25.5%
23,893
+23.4%
0.17%
+6.7%
Q3 2016$636,000
-7.3%
19,356
-8.8%
0.16%
-10.4%
Q2 2016$686,000
+47.5%
21,223
+28.0%
0.18%
+42.2%
Q4 2015$465,000
-31.4%
16,581
-29.8%
0.13%
-36.3%
Q3 2015$678,000
-18.0%
23,6320.0%0.20%
-7.8%
Q2 2015$827,000
+17.1%
23,632
+19.3%
0.22%
+12.4%
Q1 2015$706,000
+247.8%
19,801
+328.5%
0.19%
+223.3%
Q3 2014$203,000
-7.7%
4,621
+2.0%
0.06%
-4.8%
Q2 2014$220,000
-13.0%
4,532
-40.3%
0.06%
+186.4%
Q3 2011$253,0007,5940.02%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
FUKOKU MUTUAL LIFE INSURANCE Co 667,000$23,332,0003.69%
Family Firm, Inc. 93,850$3,283,0001.69%
Foothills Asset Management, Ltd. 40,152$1,405,0001.19%
Jupiter Investment Management Ltd 1,022,000$35,749,0001.04%
SMITH CHAS P & ASSOCIATES PA CPAS 151,709$5,307,0000.93%
Madden Advisory Services, Inc. 33,947$1,187,0000.71%
Kistler-Tiffany Companies, LLC 33,741$1,180,0000.71%
Northeast Financial Consultants Inc 34,222$1,197,0000.54%
NORTHERN CAPITAL MANAGEMENT LLC 17,720$620,0000.29%
M&T BANK CORP 1,313,331$45,940,0000.28%
View complete list of ISHARES TR shareholders