Placemark Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 387 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$7,036,000
+95.5%
49,397
+77.9%
0.12%
+87.9%
Q3 2014$3,599,000
+11.9%
27,766
+19.3%
0.07%
+13.8%
Q2 2014$3,217,000
-33.3%
23,269
-34.4%
0.06%
-37.0%
Q1 2014$4,824,000
-0.4%
35,459
-0.8%
0.09%
+15.0%
Q4 2013$4,843,000
+58.7%
35,759
+47.4%
0.08%
+37.9%
Q3 2013$3,052,000
-1.8%
24,260
-12.9%
0.06%
-12.1%
Q2 2013$3,107,00027,8660.07%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders