MSI Financial Services Inc - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 102 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
MSI Financial Services Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$213,000
-76.9%
2,566
-78.0%
0.01%
-78.1%
Q3 2016$922,000
+1.2%
11,666
-2.7%
0.03%
-3.0%
Q2 2016$911,000
+569.9%
11,988
+544.9%
0.03%
+450.0%
Q1 2016$136,000
+11.5%
1,859
+7.5%
0.01%0.0%
Q4 2015$122,000
+117.9%
1,730
+98.4%
0.01%
+50.0%
Q3 2015$56,000
-67.6%
872
-59.3%
0.00%
-66.7%
Q2 2015$173,000
-6.5%
2,144
-5.2%
0.01%
-7.7%
Q1 2015$185,000
-24.5%
2,262
-23.8%
0.01%
-51.9%
Q4 2014$245,000
-24.4%
2,969
-21.1%
0.03%
-30.8%
Q3 2014$324,000
+7.3%
3,764
+9.0%
0.04%
-2.5%
Q2 2014$302,000
-48.1%
3,453
-50.6%
0.04%
-4.8%
Q1 2014$582,000
+58.6%
6,990
+55.2%
0.04%
-25.0%
Q4 2013$367,000
+34.4%
4,504
+21.9%
0.06%
+16.7%
Q3 2013$273,000
+8.3%
3,695
-1.6%
0.05%
-5.9%
Q2 2013$252,0003,7550.05%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 99,895$14,940,0004.78%
Lionsbridge Wealth Management LLC 10,768$1,610,0001.86%
Pinnacle Family Advisors, LLC 21,345$3,192,0001.70%
First Citizens Financial Corp 13,567$2,029,0001.52%
Navis Wealth Advisors, LLC 7,639$1,142,0001.01%
FIFTH THIRD SECURITIES, INC. 2,045$306,0000.91%
SVB Investment Services Inc. 8,981$1,343,0000.83%
Copperwynd Financial, LLC 12,778$1,911,0000.79%
Consilium Wealth Advisory, LLC 7,263$1,086,0000.78%
Kalos Management, Inc. 7,595$1,066,0000.73%
View complete list of ISHARES TR shareholders