ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 55 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2015$233,000
-49.1%
4,100
-50.0%
0.05%0.0%
Q4 2014$458,000
+69.6%
8,200
+82.2%
0.05%
-16.9%
Q3 2014$270,000
-6.9%
4,5000.0%0.06%
-6.3%
Q2 2014$290,000
+3.2%
4,5000.0%0.06%
-7.4%
Q1 2014$281,000
-9.9%
4,500
-10.0%
0.07%
-16.0%
Q4 2013$312,000
+4.3%
5,0000.0%0.08%
-4.7%
Q3 2013$299,000
+4.9%
5,000
-6.5%
0.08%
+1.2%
Q2 2013$285,0005,3500.08%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 88,572$5,034,0002.95%
Destination Wealth Management 247,462$14,066,0001.52%
HT Partners LLC 32,971$1,875,0001.02%
Edelman Financial Services, LLC 805,933$45,809,0000.71%
PICTET BANK & TRUST Ltd 12,000$682,0000.26%
First Heartland Consultants, Inc. 11,185$636,0000.24%
SCOTIA CAPITAL INC. 110,229$6,266,0000.16%
NTV ASSET MANAGEMENT LLC 9,100$517,0000.15%
Perigon Wealth Management, LLC 6,927$394,0000.11%
SG Americas Securities, LLC 273,016$15,518,0000.09%
View complete list of ISHARES TR shareholders