ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 107 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $305,000 | -1.9% | 8,718 | +0.0% | 0.24% | -4.4% |
| Q1 2015 | $311,000 | -6.6% | 8,715 | -2.8% | 0.25% | +0.4% |
| Q4 2014 | $333,000 | -14.8% | 8,965 | +0.4% | 0.25% | -12.8% |
| Q3 2014 | $391,000 | -10.7% | 8,928 | -1.2% | 0.29% | -10.6% |
| Q2 2014 | $438,000 | +9.2% | 9,036 | -1.5% | 0.32% | +11.0% |
| Q1 2014 | $401,000 | +1.3% | 9,169 | 0.0% | 0.29% | +3.6% |
| Q4 2013 | $396,000 | +11.2% | 9,169 | +5.7% | 0.28% | +7.7% |
| Q3 2013 | $356,000 | – | 8,675 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Verger Capital Management LLC | 510,685 | $19,972,878 | 11.15% |
| Versant Capital Management, Inc | 375,997 | $14,705,261 | 4.38% |
| Sterling Manor Financial, LLC | 95,042 | $3,717,092 | 3.15% |
| MFA WEALTH ADVISORS, LLC | 237,434 | $9,286,048 | 2.61% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 206,360 | $8,070,740 | 2.45% |
| Buttonwood Financial Group, LLC | 77,067 | $3,014,138 | 2.19% |
| Fiduciary Planning LLC | 123,951 | $4,847,724 | 2.06% |
| Derbend Asset Management | 90,960 | $3,557,450 | 2.06% |
| Van Cleef Asset Management,Inc | 304,122 | $11,894,212 | 1.67% |
| Ayalon Insurance Comp Ltd. | 108,710 | $4,252 | 1.54% |