Placemark Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 102 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$263,000
-84.7%
3,186
-84.0%
0.01%
-84.4%
Q3 2014$1,719,000
+34.4%
19,966
+30.0%
0.03%
+33.3%
Q1 2014$1,279,000
+42.1%
15,361
+39.1%
0.02%
+60.0%
Q4 2013$900,000
-14.0%
11,044
-21.9%
0.02%
-25.0%
Q3 2013$1,046,00014,1320.02%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Milestone Advisory Partners 28,039$3,716,0093.43%
Kalos Management, Inc. 8,508$1,127,5652.26%
SPC Financial, Inc. 147,163$19,503,4552.22%
PGIM Custom Harvest LLC 284,323$37,681,3601.56%
EWG Elevate Inc. 23,279$3,085,1731.32%
Pinkerton Retirement Specialists, LLC 45,991$6,095,1871.14%
Navis Wealth Advisors, LLC 7,727$1,024,0921.12%
Vahanian & Associates Financial Planning Inc. 2,656$352,0000.98%
Royal Fund Management, LLC 39,749$5,267,9370.75%
Stonebridge Financial Planning Group, LLC 7,962$1,055,2040.68%
View complete list of ISHARES TR shareholders