Evensky & Katz LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 127 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$9,0000.0%182
+0.6%
0.00%0.0%
Q2 2019$9,000
-43.8%
181
-49.4%
0.00%0.0%
Q1 2019$16,000
+128.6%
358
+100.0%
0.00%0.0%
Q4 2018$7,000
-12.5%
179
+1.1%
0.00%0.0%
Q3 2018$8,0000.0%1770.0%0.00%0.0%
Q2 2018$8,0000.0%177
+103.4%
0.00%0.0%
Q1 2018$8,0000.0%870.0%0.00%0.0%
Q4 2017$8,000
+14.3%
870.0%0.00%0.0%
Q3 2017$7,0000.0%870.0%0.00%0.0%
Q2 2017$7,0000.0%87
+2.4%
0.00%0.0%
Q1 2017$7,000
+16.7%
850.0%0.00%0.0%
Q4 2016$6,0000.0%85
+1.2%
0.00%0.0%
Q3 2016$6,0000.0%840.0%0.00%0.0%
Q2 2016$6,0000.0%84
+1.2%
0.00%0.0%
Q1 2016$6,0000.0%830.0%0.00%0.0%
Q4 2015$6,000
+20.0%
83
+1.2%
0.00%0.0%
Q3 2015$5,000
-16.7%
82
+1.2%
0.00%
-50.0%
Q2 2015$6,0000.0%810.0%0.00%0.0%
Q1 2015$6,0000.0%810.0%0.00%0.0%
Q4 2014$6,0000.0%81
+1.2%
0.00%0.0%
Q3 2014$6,0000.0%80
+2.6%
0.00%0.0%
Q2 2014$6,0000.0%780.0%0.00%0.0%
Q1 2014$6,0000.0%780.0%0.00%0.0%
Q4 2013$6,000
+20.0%
78
+1.3%
0.00%0.0%
Q3 2013$5,0000.0%77
+1.3%
0.00%0.0%
Q2 2013$5,000760.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 42,658$2,082,0001.19%
BigSur Wealth Management LLC 36,598$1,786,0001.12%
Redhawk Wealth Advisors, Inc. 33,601$1,640,0000.90%
Capital Advisors, Ltd. LLC 63,874$3,118,0000.88%
Carroll Financial Associates, Inc. 123,094$6,008,0000.64%
PVG ASSET MANAGEMENT CORP 15,365$749,0000.54%
180 WEALTH ADVISORS, LLC 22,399$1,093,0000.50%
GFS Advisors, LLC 29,000$1,415,0000.36%
LOEB PARTNERS CORP 16,800$820,0000.30%
Curbstone Financial Management Corp 22,600$1,103,0000.29%
View complete list of ISHARES TR shareholders