Apriem Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 147 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Apriem Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$40,000
+60.0%
338
+42.0%
0.01%
+28.6%
Q1 2017$25,000
-76.2%
238
-77.1%
0.01%
-77.4%
Q4 2016$105,000
+16.7%
1,038
+3.8%
0.03%
+14.8%
Q3 2016$90,000
+4.7%
1,0000.0%0.03%
-3.6%
Q2 2016$86,000
+1.2%
1,0000.0%0.03%
-15.2%
Q1 2016$85,000
-3.4%
1,0000.0%0.03%
+6.5%
Q4 2015$88,000
+4.8%
1,0000.0%0.03%0.0%
Q3 2015$84,000
-6.7%
1,0000.0%0.03%0.0%
Q2 2015$90,000
+1.1%
1,0000.0%0.03%0.0%
Q1 2015$89,000
-1.1%
1,0000.0%0.03%
-6.1%
Q4 2014$90,000
+7.1%
1,0000.0%0.03%
+3.1%
Q3 2014$84,000
+1.2%
1,0000.0%0.03%0.0%
Q2 2014$83,000
+1.2%
1,0000.0%0.03%
+3.2%
Q1 2014$82,000
+2.5%
1,0000.0%0.03%0.0%
Q4 2013$80,000
+9.6%
1,0000.0%0.03%
-3.1%
Q3 2013$73,000
+1.4%
1,0000.0%0.03%
-8.6%
Q2 2013$72,0001,0000.04%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders