CABOT WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 165 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 172.48 and the average weighting 0.3%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$513,000
+8.5%
10,9260.0%0.10%
-1.0%
Q3 2019$473,000
-1.9%
10,9260.0%0.10%
-2.0%
Q2 2019$482,000
+1.7%
10,9260.0%0.10%
-1.9%
Q1 2019$474,000
+11.0%
10,9260.0%0.10%0.0%
Q4 2018$427,000
-42.7%
10,926
-38.6%
0.10%
-43.2%
Q1 2017$745,000
+5.2%
17,791
-2.5%
0.18%
-4.7%
Q4 2016$708,000
-2.5%
18,253
-1.0%
0.19%
+2.7%
Q3 2016$726,000
+3.1%
18,443
-1.0%
0.19%
+1.1%
Q2 2016$704,000
-4.7%
18,638
-1.3%
0.18%
-10.2%
Q1 2016$739,000
+4.2%
18,893
+7.0%
0.21%
+13.8%
Q4 2015$709,000
+6.3%
17,664
+5.4%
0.18%
-1.6%
Q3 2015$667,000
+3.7%
16,752
+13.9%
0.18%
+17.9%
Q2 2015$643,000
-12.9%
14,703
-11.8%
0.16%
-12.8%
Q1 2015$738,000
-10.0%
16,667
-13.6%
0.18%
-11.4%
Q4 2014$820,000
+14.2%
19,288
+21.2%
0.20%
+9.8%
Q3 2014$718,000
+8.5%
15,917
+16.7%
0.18%
+10.8%
Q2 2014$662,000
-6.6%
13,635
-7.2%
0.17%
-10.8%
Q1 2014$709,000
+3.8%
14,687
+2.1%
0.19%
+3.9%
Q4 2013$683,000
+34.7%
14,391
+25.2%
0.18%
+17.8%
Q3 2013$507,000
-12.1%
11,496
-22.9%
0.15%
-23.6%
Q2 2013$577,00014,9020.20%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders