Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 151 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$1,190,000
+20.8%
31,546
+19.7%
0.59%
+12.9%
Q2 2018$985,000
+12.6%
26,359
+2.4%
0.53%
+11.4%
Q1 2018$875,000
-2.9%
25,753
+1.6%
0.47%
+0.9%
Q4 2017$901,00025,3370.47%
Other shareholders
ISHARES TR shareholders Q3 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