BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

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ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 163 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$8,000
-20.0%
2000.0%0.00%0.0%
Q4 2019$10,000
+11.1%
2000.0%0.00%0.0%
Q3 2019$9,0000.0%2000.0%0.00%0.0%
Q2 2019$9,0000.0%2000.0%0.00%0.0%
Q1 2019$9,000
+12.5%
2000.0%0.00%0.0%
Q4 2018$8,000
-20.0%
2000.0%0.00%0.0%
Q3 2018$10,000
+11.1%
2000.0%0.00%0.0%
Q2 2018$9,0000.0%2000.0%0.00%0.0%
Q1 2018$9,0000.0%2000.0%0.00%0.0%
Q4 2017$9,000
-10.0%
2000.0%0.00%
-20.0%
Q3 2017$10,000
+11.1%
2000.0%0.01%
+25.0%
Q2 2017$9,0000.0%2000.0%0.00%
-20.0%
Q1 2017$9,0000.0%2000.0%0.01%0.0%
Q4 2016$9,0000.0%2000.0%0.01%0.0%
Q3 2016$9,000
+12.5%
2000.0%0.01%0.0%
Q2 2016$8,0000.0%2000.0%0.01%0.0%
Q1 2016$8,0000.0%2000.0%0.01%0.0%
Q4 2015$8,0000.0%2000.0%0.01%
-16.7%
Q3 2015$8,000
-11.1%
2000.0%0.01%
+20.0%
Q2 2015$9,000
+12.5%
2000.0%0.01%0.0%
Q1 2015$8,0000.0%2000.0%0.01%0.0%
Q4 2014$8,000
-11.1%
2000.0%0.01%0.0%
Q3 2014$9,000
-10.0%
2000.0%0.01%
-16.7%
Q2 2014$10,000
+11.1%
2000.0%0.01%0.0%
Q1 2014$9,0000.0%2000.0%0.01%
-14.3%
Q4 2013$9,000–200–0.01%–
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Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders