Aureus Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 107 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2016$266,000
+15.7%
8,0000.0%0.06%
+9.6%
Q4 2015$230,000
+6.5%
8,0000.0%0.05%
-3.7%
Q3 2015$216,000
-7.7%
8,0000.0%0.05%
+10.2%
Q2 2015$234,000
-3.3%
8,0000.0%0.05%
-12.5%
Q1 2015$242,000
+3.4%
8,0000.0%0.06%
-1.8%
Q4 2014$234,000
-2.5%
8,0000.0%0.06%
-5.0%
Q3 2014$240,000
-1.2%
8,0000.0%0.06%
-1.6%
Q2 2014$243,000
+1.2%
8,0000.0%0.06%
-1.6%
Q1 2014$240,000
+0.8%
8,0000.0%0.06%
-3.1%
Q4 2013$238,000
+7.7%
8,0000.0%0.06%
-15.8%
Q3 2013$221,000
+6.8%
8,0000.0%0.08%
+2.7%
Q2 2013$207,0008,0000.07%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders