CABOT WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 280 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2014$338,000
+4.6%
3,209
-0.9%
0.08%0.0%
Q1 2014$323,000
-8.2%
3,239
-9.1%
0.08%
-7.6%
Q4 2013$352,000
-34.2%
3,564
-40.4%
0.09%
-42.5%
Q3 2013$535,000
-21.0%
5,984
-25.7%
0.16%
-31.3%
Q2 2013$677,0008,0540.23%
Other shareholders
ISHARES TR shareholders Q2 2013
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,426$41,124,00039.50%
Sterling Investment Counsel, LLC 333,025$20,098,00015.34%
Hedeker Wealth, LLC 692,165$44,164,00015.24%
TRIAD FINANCIAL ADVISORS, INC. 414,562$25,019,00013.86%
EisnerAmper Wealth Management Corporate Benefits, LLC 377,748$22,797,00012.11%
Praetorian Wealth Management, Inc. 533,479$32,195,00011.82%
Powell Investment Advisors, LLC 315,616$19,047,00011.55%
Salomon & Ludwin, LLC 1,225,889$73,982,00011.44%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 131,729$7,950,00010.69%
ShoreHaven Wealth Partners, LLC 216,518$13,066,0009.38%
View complete list of ISHARES TR shareholders