ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 114 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $222,000 | +5.7% | 6,387 | +0.2% | 0.08% | +8.3% |
| Q3 2016 | $210,000 | -12.5% | 6,375 | -14.1% | 0.07% | -22.6% |
| Q2 2016 | $240,000 | -17.2% | 7,425 | -24.5% | 0.09% | +1.1% |
| Q1 2016 | $290,000 | +5.8% | 9,839 | +0.8% | 0.09% | +3.4% |
| Q4 2015 | $274,000 | -15.4% | 9,760 | -13.6% | 0.09% | -14.4% |
| Q3 2015 | $324,000 | – | 11,293 | -16.7% | 0.10% | – |
| Q2 2015 | $0 | -100.0% | 13,564 | +0.5% | 0.00% | -100.0% |
| Q1 2015 | $482,000 | -13.3% | 13,502 | -9.7% | 0.15% | -18.3% |
| Q4 2014 | $556,000 | – | 14,957 | – | 0.18% | – |
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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% |