Evensky & Katz LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 143 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$2,0000.0%210.0%0.00%
Q3 2018$2,0000.0%210.0%0.00%
Q2 2018$2,0000.0%210.0%0.00%
Q1 2018$2,0000.0%210.0%0.00%
Q4 2017$2,0000.0%210.0%0.00%
Q3 2017$2,0000.0%210.0%0.00%
Q2 2017$2,0000.0%21
+5.0%
0.00%
Q1 2017$2,0000.0%200.0%0.00%
Q4 2016$2,000
+100.0%
200.0%0.00%
Q3 2016$1,0000.0%200.0%0.00%
Q2 2016$1,0000.0%200.0%0.00%
Q1 2016$1,0000.0%200.0%0.00%
Q4 2015$1,0000.0%200.0%0.00%
Q3 2015$1,0000.0%200.0%0.00%
Q2 2015$1,0000.0%200.0%0.00%
Q1 2015$1,0000.0%200.0%0.00%
Q4 2014$1,000
-50.0%
200.0%0.00%
-100.0%
Q3 2014$2,000
+100.0%
200.0%0.00%
Q2 2014$1,0000.0%200.0%0.00%
Q1 2014$1,0000.0%200.0%0.00%
Q4 2013$1,0000.0%200.0%0.00%
Q3 2013$1,0000.0%200.0%0.00%
Q2 2013$1,000200.00%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 158,051$13,140,0004.49%
Nan Shan Life Insurance Co., Ltd. 254,305$21,143,0002.80%
Institute for Wealth Management, LLC. 34,833$2,896,0002.50%
Kovack Advisors, Inc. 17,405$1,447,0002.10%
Somerset Group LLC 24,329$2,023,0001.84%
Jaffetilchin Investment Partners, LLC 60,035$4,991,0001.78%
ASSETMARK, INC 903,389$75,108,0001.60%
PATTEN & PATTEN INC/TN 114,960$9,558,0001.55%
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 4,848$403,0001.32%
BENJAMIN F. EDWARDS & COMPANY, INC. 54,276$4,513,0001.15%
View complete list of ISHARES TR shareholders