Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 291 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$256,000
+6.7%
2,207
-1.8%
0.05%
-2.0%
Q2 2017$240,000
+10.1%
2,247
+8.0%
0.05%
+2.0%
Q1 2017$218,000
-2.2%
2,080
-7.4%
0.05%
+4.2%
Q4 2016$223,0002,2470.05%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 938,527$90,033,00037.79%
Covenant Multifamily Offices, LLC 218,790$20,988,00019.99%
MML INVESTORS SERVICES, LLC 143,443$13,760,00015.82%
Pictet North America Advisors SA 617,317$59,219,00014.12%
Oakworth Capital, Inc. 247,963$23,787,0008.24%
SCS Capital Management LLC 2,013,465$193,152,0007.62%
Relative Value Partners Group, LLC 591,864$56,778,0007.34%
Wharton Business Group, LLC 521,767$50,053,0006.17%
Berkshire Money Management, Inc. 170,510$16,357,0005.02%
Patriot Wealth Management, Inc. 230,603$22,122,0004.27%
View complete list of ISHARES TR shareholders