Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 81 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$93,000
-87.5%
1,602
-89.5%
0.01%
-95.1%
Q2 2018$746,000
+590.7%
15,228
+1316.6%
0.22%
+460.0%
Q1 2018$108,000
-18.2%
1,075
-13.9%
0.04%
-18.4%
Q4 2017$132,000
-75.5%
1,248
-76.4%
0.05%
-72.0%
Q3 2017$538,000
-71.8%
5,281
-71.7%
0.18%
-57.8%
Q2 2017$1,909,000
+7.3%
18,674
+4.3%
0.42%
+9.8%
Q1 2017$1,779,000
+0.9%
17,902
-0.4%
0.38%
-1.8%
Q4 2016$1,763,000
+25.0%
17,973
+26.6%
0.38%
+6.4%
Q3 2016$1,410,000
+0.9%
14,200
+1.8%
0.36%
-2.7%
Q2 2016$1,398,000
+30.2%
13,955
+20.8%
0.37%
+25.7%
Q4 2015$1,074,000
-10.9%
11,548
-14.8%
0.30%
-17.3%
Q3 2015$1,205,000
-1.2%
13,5590.0%0.36%
+11.5%
Q2 2015$1,220,000
+17.0%
13,559
+19.0%
0.32%
+12.2%
Q1 2015$1,043,000
+273.8%
11,395
+266.4%
0.29%
+240.5%
Q4 2014$279,000
+36.8%
3,110
+33.4%
0.08%
+37.7%
Q3 2014$204,0000.0%2,331
+2.8%
0.06%
+5.2%
Q2 2014$204,0002,2670.06%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Fortis Advisors, LLC 159,434$7,763,0005.14%
Richard Bernstein Advisors LLC 1,969,649$113,885,0002.47%
Money Design Co.,Ltd. 232,620$13,450,0001.01%
LFA - Lugano Financial Advisors SA 23,740$1,372,0000.96%
Capricorn Fund Managers Ltd 80,160$4,635,0000.84%
Slow Capital, Inc. 52,787$3,052,0000.74%
ALTFEST L J & CO INC 64,767$3,745,0000.67%
Interchange Capital Partners, LLC 9,093$525,0000.59%
Intelligent Financial Strategies 8,808$509,0000.52%
CALTON & ASSOCIATES, INC. 13,985$808,0000.45%
View complete list of ISHARES TR shareholders