Apriem Advisors - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 137 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
Apriem Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$6,000
+20.0%
2000.0%0.00%
+100.0%
Q4 2016$5,000
-16.7%
2000.0%0.00%
-50.0%
Q3 2016$6,0000.0%2000.0%0.00%0.0%
Q2 2016$6,000
+20.0%
2000.0%0.00%0.0%
Q1 2016$5,0000.0%2000.0%0.00%0.0%
Q4 2015$5,0000.0%2000.0%0.00%0.0%
Q3 2015$5,0000.0%2000.0%0.00%0.0%
Q2 2015$5,000
-16.7%
2000.0%0.00%0.0%
Q1 2015$6,000
+20.0%
2000.0%0.00%0.0%
Q4 2014$5,000
+25.0%
2000.0%0.00%0.0%
Q3 2014$4,000
-20.0%
2000.0%0.00%0.0%
Q2 2014$5,0000.0%2000.0%0.00%0.0%
Q1 2014$5,0000.0%2000.0%0.00%0.0%
Q4 2013$5,000
+25.0%
2000.0%0.00%0.0%
Q3 2013$4,0000.0%2000.0%0.00%0.0%
Q2 2013$4,0002000.00%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders