Fusion Family Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 139 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$1,000
-50.0%
500.0%0.00%
Q4 2019$2,0000.0%50
-21.9%
0.00%
-100.0%
Q3 2019$2,000
-97.9%
64
-97.9%
0.00%
-95.8%
Q2 2019$97,000
-4.0%
2,9840.0%0.02%
-14.3%
Q1 2019$101,000
+14.8%
2,984
-0.8%
0.03%
+7.7%
Q4 2018$88,000
+193.3%
3,008
+276.9%
0.03%
+225.0%
Q3 2018$30,000
-47.4%
798
-47.5%
0.01%
-50.0%
Q2 2018$57,000
+9.6%
1,5210.0%0.02%
-5.9%
Q1 2018$52,000
-45.3%
1,521
-43.2%
0.02%
-29.2%
Q4 2017$95,000
-33.6%
2,677
-36.3%
0.02%
-50.0%
Q3 2017$143,000
+2.1%
4,203
-6.8%
0.05%0.0%
Q2 2017$140,000
-7.3%
4,512
-0.6%
0.05%
-15.8%
Q1 2017$151,000
-50.8%
4,537
-48.7%
0.06%
-68.3%
Q4 2016$307,0008,8440.18%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders