WealthTrust Fairport, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 98 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthTrust Fairport, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$3,423,000
+13.7%
58,827
+0.9%
0.32%
+2.5%
Q4 2018$3,010,000
-36.2%
58,307
-6.2%
0.32%
-28.1%
Q3 2018$4,721,000
+3.6%
62,180
+1.4%
0.44%
-1.1%
Q2 2018$4,558,000
+25.1%
61,339
+7.0%
0.44%
+21.4%
Q1 2018$3,643,000
-1.1%
57,320
+1.0%
0.36%
-2.1%
Q4 2017$3,685,000
+13.1%
56,727
+2.3%
0.37%
+8.4%
Q3 2017$3,257,000
+4.7%
55,430
-2.5%
0.34%
+0.9%
Q2 2017$3,110,000
-12.8%
56,854
-2.6%
0.34%
-14.8%
Q1 2017$3,567,000
+100.2%
58,357
+114.4%
0.40%
+87.8%
Q4 2016$1,782,00027,2240.21%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 38,843$3,333,1413.07%
Audent Global Asset Management, LLC 11,223$963,0801.35%
Riggs Asset Managment Co. Inc. 22,812$1,957,5000.76%
Independent Family Office, LLC 14,308$1,227,7710.71%
Wealth Management Partners, LLC 11,075$950,3470.66%
VIAWEALTH, LLC 9,548$819,3940.65%
Endowment Wealth Management, Inc. 6,992$595,0010.60%
MARTIN & CO INC /TN/ 24,871$2,134,1830.55%
Teamwork Financial Advisors, LLC 31,232$2,680,0620.50%
SAXON INTERESTS, INC. 8,724$748,5640.42%
View complete list of ISHARES TR shareholders