Tiedemann Wealth Management Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.

Quarter-by-quarter ownership
Tiedemann Wealth Management Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$3,358,000
+6.3%
25,528
-1.6%
13.54%
+92.7%
Q4 2016$3,158,000
-58.6%
25,930
-58.7%
7.03%
-62.8%
Q3 2016$7,630,00062,72018.91%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders