ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 235 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$207,000
-1.4%
2,265
-1.9%
0.04%
-4.4%
Q2 2015$210,000
-3.7%
2,310
-4.1%
0.04%
-2.2%
Q1 2015$218,000
-42.3%
2,410
-52.3%
0.05%
-57.0%
Q3 2013$378,000
+71.0%
5,052
+64.1%
0.11%
+64.6%
Q2 2013$221,0003,0780.06%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 700,906$90,830,00027.70%
Polianta Ltd 141,700$18,362,0007.92%
Pictet North America Advisors SA 382,858$49,615,0007.21%
Oakworth Capital, Inc. 271,413$35,173,0006.70%
Relative Value Partners Group, LLC 463,470$60,061,0006.28%
Measured Wealth Private Client Group, LLC 72,366$9,378,0005.41%
SCS Capital Management LLC 1,033,359$133,913,0004.61%
GenWealth Group, Inc. 72,572$9,528,0004.06%
Darwin Wealth Management, LLC 99,468$12,890,0003.99%
BARINGS LLC 3,472,746$450,033,0003.29%
View complete list of ISHARES TR shareholders