Placemark Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 243 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$1,268,000
+10.6%
13,929
+7.3%
0.02%
+4.8%
Q3 2014$1,146,000
+47.5%
12,983
+44.6%
0.02%
+50.0%
Q2 2014$777,000
+18.6%
8,978
+13.6%
0.01%
+7.7%
Q1 2014$655,000
+117.6%
7,900
+115.8%
0.01%
+160.0%
Q4 2013$301,000
-67.1%
3,660
-70.0%
0.01%
-70.6%
Q3 2013$914,000
-72.6%
12,216
-73.6%
0.02%
-76.1%
Q2 2013$3,332,00046,2990.07%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
CM WEALTH ADVISORS LLC 298,909$63,885,84420.96%
Altus Wealth Management, LLC 93,313$19,321,32815.25%
First Pacific Financial 124,757$25,832,13910.96%
Financial Services Advisory Inc 72,507$15,013,2996.21%
WJ Wealth Management, LLC 62,077$12,853,6846.08%
Relative Value Partners Group, LLC 410,837$85,068,0015.50%
Activest Wealth Management 87,637$7,892,9255.46%
Oakworth Capital, Inc. 257,652$53,349,4044.53%
Objective Capital Management, LLC 22,937$4,749,3764.15%
W ADVISORS, LLC 25,338$5,246,4864.11%
View complete list of ISHARES TR shareholders