Independent Portfolio Consultants, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 256 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$6,000
-45.5%
200
-40.3%
0.00%
-50.0%
Q1 2017$11,000
-21.4%
335
-36.1%
0.00%
-20.0%
Q4 2016$14,000
-99.5%
524
-99.5%
0.01%
-99.5%
Q3 2016$3,072,000
+9.6%
104,439
+4.0%
0.96%
+9.1%
Q2 2016$2,804,000
+11583.3%
100,414
+11195.2%
0.88%
+12514.3%
Q1 2016$24,000
-29.4%
889
-29.1%
0.01%
-30.0%
Q4 2015$34,000
-33.3%
1,254
-29.5%
0.01%
-9.1%
Q3 2015$51,000
-40.7%
1,779
-37.2%
0.01%
-35.3%
Q2 2015$86,000
-82.4%
2,835
-81.5%
0.02%
-83.0%
Q1 2015$490,000
-23.6%
15,310
-28.5%
0.10%
-22.5%
Q4 2014$641,00021,4150.13%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders