ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 2 filers reported holding ISHARES TR in Q1 2012. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $493,000 | -8.5% | 10,734 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $539,000 | +2.5% | 10,734 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $526,000 | -2.4% | 10,734 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $539,000 | -5.3% | 5,367 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $569,000 | +4.2% | 5,367 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $546,000 | -0.5% | 5,367 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $549,000 | +3.0% | 5,367 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $533,000 | -41.7% | 5,367 | -46.0% | 0.00% | -50.0% |
| Q4 2016 | $915,000 | +18.1% | 9,942 | +27.3% | 0.00% | 0.0% |
| Q3 2016 | $775,000 | -0.9% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $782,000 | +2.9% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $760,000 | +4.7% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $726,000 | +4.6% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $694,000 | -8.9% | 7,807 | -7.9% | 0.00% | 0.0% |
| Q2 2015 | $762,000 | +2.0% | 8,477 | +4.0% | 0.00% | +100.0% |
| Q1 2015 | $747,000 | +6.7% | 8,152 | +4.4% | 0.00% | 0.0% |
| Q4 2014 | $700,000 | +2.2% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $685,000 | -2.4% | 7,807 | 0.0% | 0.00% | -50.0% |
| Q2 2014 | $702,000 | +4.2% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $674,000 | +0.1% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $673,000 | +3.5% | 7,807 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $650,000 | -34.9% | 7,807 | -37.6% | 0.00% | -33.3% |
| Q2 2013 | $999,000 | -2.7% | 12,512 | 0.0% | 0.00% | -25.0% |
| Q1 2013 | $1,027,000 | +12.2% | 12,512 | 0.0% | 0.00% | 0.0% |
| Q4 2012 | $915,000 | -18.9% | 12,512 | -17.6% | 0.00% | 0.0% |
| Q3 2012 | $1,128,000 | +7.1% | 15,187 | 0.0% | 0.00% | -20.0% |
| Q2 2012 | $1,053,000 | -1.9% | 15,187 | 0.0% | 0.01% | 0.0% |
| Q1 2012 | $1,073,000 | – | 15,187 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 82,341 | $3,442,000 | 1.99% |
| Financial & Tax Architects, LLC | 18,864 | $1,153,345 | 0.56% |
| Slow Capital, Inc. | 47,176 | $2,884,000 | 0.54% |
| WealthBridge Capital Management, LLC | 15,309 | $936,000 | 0.34% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 36,249 | $2,216,264 | 0.27% |
| Cedar Brook Financial Partners, LLC | 10,457 | $639,000 | 0.18% |
| McKinley Carter Wealth Services, Inc. | 35,083 | $2,145,000 | 0.18% |
| Madden Advisory Services, Inc. | 3,763 | $230,000 | 0.17% |
| Richard Bernstein Advisors LLC | 129,945 | $7,945,000 | 0.16% |
| Crescent Grove Advisors, LLC | 21,550 | $1,318,000 | 0.14% |