CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$867,000
-71.1%
17,344
-61.7%
0.04%
-73.9%
Q3 2014$3,005,000
-14.1%
45,291
+0.4%
0.13%
-16.2%
Q2 2014$3,497,00045,1060.16%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
SPC Financial, Inc. 929,197$14,839,0001.83%
Milestone Advisory Partners 110,552$1,762,0001.43%
COTTONWOOD CAPITAL ADVISORS, LLC 87,292$1,394,0001.26%
NTV ASSET MANAGEMENT LLC 256,890$4,103,0000.80%
Well Done, LLC 175,063$2,796,0000.62%
Robinson Value Management, Ltd. 35,891$573,0000.53%
Van Cleef Asset Management,Inc 145,915$2,330,0000.40%
S. R. Schill & Associates 34,092$544,0000.27%
SeaCrest Wealth Management, LLC 109,379$1,747,0000.22%
SUMMIT FINANCIAL GROUP, INC. 30,235$483,0000.19%
View complete list of ISHARES TR shareholders