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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $62,000 | -16.2% | 2,145 | +1.5% | 0.02% | -10.5% |
| Q2 2015 | $74,000 | -1.3% | 2,113 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $75,000 | -5.1% | 2,113 | 0.0% | 0.02% | -9.5% |
| Q4 2014 | $79,000 | -13.2% | 2,113 | +1.4% | 0.02% | -25.0% |
| Q3 2014 | $91,000 | -9.0% | 2,084 | +1.3% | 0.03% | -9.7% |
| Q2 2014 | $100,000 | +11.1% | 2,058 | 0.0% | 0.03% | +3.3% |
| Q1 2014 | $90,000 | – | 2,058 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 283,855 | $5,765,000 | 5.05% |
| MFA WEALTH ADVISORS, LLC | 258,556 | $5,251,000 | 4.68% |
| Morningstar Investment Management LLC | 1,952,838 | $39,662,000 | 4.46% |
| Money Design Co.,Ltd. | 899,942 | $18,458,000 | 2.11% |
| Versant Capital Management, Inc | 232,133 | $4,714,000 | 1.86% |
| EWG Elevate Inc. | 180,146 | $3,659,000 | 1.68% |
| Affiance Financial, LLC | 157,019 | $3,189,000 | 1.66% |
| Fort Point Capital Partners LLC | 332,242 | $6,748,000 | 1.55% |
| Van Cleef Asset Management,Inc | 354,525 | $7,200,000 | 1.18% |
| Ayalon Insurance Comp Ltd. | 103,920 | $2,111,000 | 0.96% |