Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 46 filers reported holding ISHARES TR in Q1 2016. 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
Q1 2018$19,000
-17.4%
379
-18.3%
0.01%
-22.2%
Q4 2017$23,000
-79.1%
464
-78.7%
0.01%
-75.0%
Q3 2017$110,000
-70.0%
2,174
-71.0%
0.04%
-55.0%
Q2 2017$367,000
+3.7%
7,487
+2.0%
0.08%
+6.7%
Q1 2017$354,000
+1.4%
7,340
-0.5%
0.08%
-1.3%
Q4 2016$349,000
+27.8%
7,379
+28.4%
0.08%
+8.6%
Q3 2016$273,000
-0.7%
5,748
+3.2%
0.07%
-4.1%
Q2 2016$275,000
+31.6%
5,572
+17.4%
0.07%
+25.9%
Q4 2015$209,000
-40.3%
4,748
-40.0%
0.06%
-44.2%
Q3 2015$350,000
-0.3%
7,9130.0%0.10%
+13.0%
Q2 2015$351,000
+19.8%
7,913
+25.5%
0.09%
+15.0%
Q1 2015$293,0006,3070.08%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
East Coast Asset Management, LLC. 42,915$1,804,0000.98%
FIDUCIARY SERVICES CORP/GA 63,572$2,672,0000.60%
Regal Investment Advisors LLC 15,245$657,0000.36%
NTV ASSET MANAGEMENT LLC 23,750$998,0000.36%
NewSquare Capital LLC 10,528$454,0000.22%
Estate Counselors, LLC 6,620$277,0000.14%
First Heartland Consultants, Inc. 2,924$123,0000.07%
FIFTH THIRD BANCORP 151,198$6,355,0000.07%
COMERICA BANK 172,478$7,249,0000.06%
SG Americas Securities, LLC 255,746$10,749,0000.05%
View complete list of ISHARES TR shareholders