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 ↓
Kalos Management, Inc. 7,594$876,0002.16%
SPC Financial, Inc. 149,043$16,121,0002.01%
Capital CS Group, LLC 13,366$1,446,0001.55%
First Citizens Financial Corp 13,458$1,456,0001.43%
Vahanian & Associates Financial Planning Inc. 3,529$382,0001.32%
Navis Wealth Advisors, LLC 7,610$823,0001.27%
Cadent Capital Advisors, LLC 20,813$2,251,0001.26%
Kesler, Norman & Wride, LLC 28,887$3,124,0000.87%
Royal Fund Management, LLC 43,142$4,666,0000.85%
MinichMacGregor Wealth Management, LLC 15,848$1,714,0000.68%
View complete list of ISHARES TR shareholders