SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 106 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$309,734
-57.8%
7,507
-61.9%
0.03%
-57.4%
Q2 2023$734,086
+0.5%
19,723
+1.9%
0.07%
-13.9%
Q1 2023$730,725
-3.2%
19,3520.0%0.08%
-12.2%
Q4 2022$754,528
+20.3%
19,352
+2.9%
0.09%
+1.1%
Q3 2022$627,000
-2.3%
18,8080.0%0.09%
+6.0%
Q2 2022$642,000
+6320.0%
18,808
+6569.5%
0.08%
+2000.0%
Q3 2017$10,000
+11.1%
2820.0%0.00%
-20.0%
Q2 2017$9,0000.0%2820.0%0.01%0.0%
Q1 2017$9,0002820.01%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Verger Capital Management LLC 367,590$13,288,00010.42%
Black Swift Group, LLC 401,235$14,505,0005.72%
Versant Capital Management, Inc 425,690$15,389,0004.91%
New Millennium Group LLC 148,918$5,383,0003.87%
MFA WEALTH ADVISORS, LLC 256,736$9,286,0002.96%
Snider Financial Group 113,960$4,120,0001.87%
Fort Point Capital Partners LLC 356,142$12,875,0001.80%
Money Design Co.,Ltd. 712,053$25,741,0001.74%
SFI Advisors, LLC 79,151$2,861,0001.74%
Van Cleef Asset Management,Inc 304,636$11,013,0001.59%
View complete list of ISHARES TR shareholders