ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 44 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $318,000 | +1.9% | 8,770 | +2.7% | 0.01% | 0.0% |
| Q3 2014 | $312,000 | -4.9% | 8,536 | +1.5% | 0.01% | 0.0% |
| Q2 2014 | $328,000 | +7.2% | 8,407 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $306,000 | -1.3% | 8,407 | +1.2% | 0.01% | +20.0% |
| Q4 2013 | $310,000 | 0.0% | 8,304 | +0.8% | 0.01% | -16.7% |
| Q3 2013 | $310,000 | +42.9% | 8,240 | +33.6% | 0.01% | +20.0% |
| Q2 2013 | $217,000 | – | 6,168 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPWM, LLC | 271,628 | $9,129,000 | 2.06% |
| Private Advisory Group LLC | 68,560 | $2,304,000 | 0.90% |
| 1st Global Advisors, Inc. | 117,030 | $3,933,000 | 0.49% |
| BOK Financial Private Wealth, Inc. | 68,462 | $2,301,000 | 0.35% |
| Sterling Investment Advisors, Ltd. | 11,950 | $402,000 | 0.32% |
| ADELL HARRIMAN & CARPENTER INC | 38,450 | $1,292,304,000 | 0.32% |
| QUANTUM CAPITAL MANAGEMENT | 28,746 | $966,000 | 0.26% |
| GREYSTONE INVESTMENT MANAGEMENT LLC | 13,320 | $448,000 | 0.23% |
| Freedom Investment Management, Inc. | 76,146 | $2,559,000 | 0.16% |
| Perigon Wealth Management, LLC | 20,898 | $734,000 | 0.16% |