ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 104 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,000 | -33.3% | 80 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | +50.0% | 80 | 0.0% | 0.00% | +100.0% |
| Q1 2016 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | -66.7% | 80 | -62.8% | 0.00% | -80.0% |
| Q3 2015 | $6,000 | -25.0% | 215 | 0.0% | 0.01% | -16.7% |
| Q2 2015 | $8,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $8,000 | -46.7% | 215 | -38.6% | 0.01% | -45.5% |
| Q3 2014 | $15,000 | -11.8% | 350 | 0.0% | 0.01% | -15.4% |
| Q2 2014 | $17,000 | +13.3% | 350 | 0.0% | 0.01% | +8.3% |
| Q1 2014 | $15,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $15,000 | – | 350 | – | 0.01% | – |
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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% |