Independent Portfolio Consultants, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 92 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$379,000
-30.5%
6,142
-33.3%
0.16%
-16.5%
Q1 2017$545,000
-13.2%
9,205
-13.9%
0.19%
-9.2%
Q4 2016$628,000
-8.1%
10,695
-1.0%
0.21%
-3.3%
Q3 2016$683,000
-1.0%
10,800
-1.9%
0.21%
-1.4%
Q2 2016$690,000
-0.6%
11,010
-6.0%
0.22%
+11.9%
Q1 2016$694,000
+10.3%
11,710
+3.6%
0.19%
+3.7%
Q4 2015$629,000
-6.4%
11,300
-4.1%
0.19%
+28.1%
Q3 2015$672,000
+9.3%
11,785
+9.6%
0.15%
+18.7%
Q2 2015$615,000
+17.8%
10,755
+29.0%
0.12%
+15.0%
Q1 2015$522,000
+182.2%
8,340
+177.5%
0.11%
+189.2%
Q4 2014$185,0003,0050.04%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 841,056$59,219,00034.94%
NYL Investors LLC 606,996$42,739,00016.59%
AGILIS PARTNERS LLC 283,588$19,967,0007.48%
Carolina Wealth Advisors, LLC 45,883$3,231,0002.84%
Lineweaver Wealth Advisors, LLC 79,988$5,633,0002.52%
NorthCoast Asset Management LLC 501,855$35,365,0001.80%
Dai-ichi Life Insurance Company, Ltd 1,307,100$92,033,0001.65%
Tri-Star Advisors Inc. 24,541$1,746,0001.09%
PRUDENTIAL PLC 1,410,407$99,307,0000.50%
Pinnacle Family Advisors, LLC 8,194$577,0000.39%
View complete list of ISHARES TR shareholders