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 ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders