Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 261 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$55,000
+66.7%
818
+58.2%
0.01%
-50.0%
Q1 2018$33,0000.0%5170.0%0.01%0.0%
Q4 2017$33,000
+3.1%
5170.0%0.01%
+20.0%
Q3 2017$32,000
+6.7%
5170.0%0.01%
+42.9%
Q2 2017$30,000
+7.1%
5170.0%0.01%
+16.7%
Q1 2017$28,000
-72.5%
517
-72.8%
0.01%
-72.7%
Q4 2016$102,000
+1175.0%
1,902
+1176.5%
0.02%
+1000.0%
Q3 2016$8,000
+166.7%
149
+125.8%
0.00%
+100.0%
Q2 2016$3,000660.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Global Beta Advisors LLC 2,752,873$170,403,00035.47%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,493,805$587,667,00030.98%
New England Professional Planning Group Inc. 470,353$29,103,00023.09%
AlphaCore Capital LLC 507,176$31,394,00019.04%
ESL Trust Services, LLC 652,905$40,415,00018.66%
AGILIS PARTNERS LLC 542,399$33,574,00017.90%
CAHABA WEALTH MANAGEMENT, INC. 785,859$48,644,00010.78%
Sequoia Financial Advisors, LLC 2,714,309$168,016,00010.67%
Pasadena Private Wealth, LLC 375,626$23,251,00010.20%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,699,703$105,212,0009.53%
View complete list of ISHARES TR shareholders