ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 122 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $139,000 | -34.1% | 4,235 | -35.2% | 0.04% | -38.6% |
| Q2 2016 | $211,000 | +67.5% | 6,535 | +53.6% | 0.07% | +34.6% |
| Q1 2016 | $126,000 | -41.4% | 4,255 | -44.6% | 0.05% | -36.6% |
| Q4 2015 | $215,000 | -60.4% | 7,685 | -59.4% | 0.08% | -55.2% |
| Q3 2015 | $543,000 | -21.3% | 18,915 | -4.1% | 0.18% | -16.4% |
| Q2 2015 | $690,000 | – | 19,715 | – | 0.22% | – |
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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% |