SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 132 filers reported holding ISHARES TR in Q4 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 Q4 2017
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 251,342$11,018,00012.34%
Permanens Capital L.P. 92,400$4,051,0005.75%
Accuvest Global Advisors 224,850$9,857,0003.24%
CONNABLE OFFICE INC 212,005$9,294,0002.44%
SMITH CHAS P & ASSOCIATES PA CPAS 176,399$7,733,0001.54%
Foothills Asset Management, Ltd. 41,794$1,832,0001.49%
NewSquare Capital LLC 62,602$2,744,0000.98%
Kistler-Tiffany Companies, LLC 31,159$1,366,0000.91%
Madden Advisory Services, Inc. 39,412$1,728,0000.90%
Northeast Financial Consultants Inc 29,841$1,308,0000.72%
View complete list of ISHARES TR shareholders