CABOT WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 296 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$224,000
-2.2%
1,392
-4.5%
0.06%
-9.5%
Q3 2015$229,000
-24.9%
1,458
-19.0%
0.06%
-14.9%
Q2 2015$305,000
-20.2%
1,800
-19.2%
0.07%
-20.4%
Q1 2015$382,000
-7.7%
2,229
-14.0%
0.09%
-8.8%
Q4 2014$414,000
+5.6%
2,5910.0%0.10%
+2.0%
Q3 2014$392,000
-3.7%
2,5910.0%0.10%
-2.0%
Q2 2014$407,000
+0.7%
2,591
-1.8%
0.10%
-3.8%
Q1 2014$404,000
-11.0%
2,639
-12.8%
0.11%
-10.9%
Q4 2013$454,000
+2.9%
3,025
-4.7%
0.12%
-9.8%
Q3 2013$441,000
-40.6%
3,173
-44.9%
0.13%
-48.2%
Q2 2013$742,0005,7610.26%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders