Placemark Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 94 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$445,000
-37.9%
3,251
-40.9%
0.01%
-38.5%
Q3 2014$717,000
+18.9%
5,500
+21.0%
0.01%
+18.2%
Q2 2014$603,000
+179.2%
4,547
+158.6%
0.01%
+175.0%
Q4 2013$216,000
-30.5%
1,758
-38.2%
0.00%
-42.9%
Q2 2013$311,0002,8440.01%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 726,403$45,175,00015.75%
COREPATH WEALTH PARTNERS LLC 146,052$9,153,0009.54%
ForthRight Wealth Management, LLC 193,762$12,050,0009.47%
ASPIRIANT, LLC 2,182,430$135,719,0009.26%
Wealth Advisors of Iowa, LLC 191,001$11,878,0007.36%
HANTZ FINANCIAL SERVICES, INC. 288,273$17,928,0006.17%
Petix & Botte Co 102,903$6,400,0004.79%
HighMark Wealth Management LLC 82,196$5,106,0004.39%
Fortis Advisors, LLC 70,374$4,377,0003.86%
Windsor Wealth Management, Inc. 243,160$15,122,0003.85%
View complete list of ISHARES TR shareholders