Morningstar Investment Services LLC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 38 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$337,000
-90.8%
8,759
-91.3%
0.00%
-91.7%
Q1 2021$3,680,000
-55.0%
101,027
-52.5%
0.05%
-65.2%
Q3 2019$8,179,000
-5.1%
212,515
-6.2%
0.14%
-2.8%
Q2 2019$8,615,000
+1248.2%
226,599
+1276.7%
0.14%
+1190.9%
Q1 2019$639,000
-46.5%
16,459
-52.5%
0.01%
-52.2%
Q4 2018$1,194,000
-82.3%
34,636
-81.1%
0.02%
-81.1%
Q3 2018$6,762,000
+45.3%
182,842
+49.4%
0.12%
+40.2%
Q2 2018$4,653,000
+111.6%
122,401
+117.0%
0.09%
+102.3%
Q1 2018$2,199,000
+4.7%
56,408
+6.1%
0.04%
+2.4%
Q4 2017$2,100,000
+134.1%
53,182
+125.8%
0.04%
+110.0%
Q3 2017$897,000
+16.2%
23,548
+8.4%
0.02%
+5.3%
Q1 2017$772,000
-4.5%
21,720
-9.6%
0.02%
-26.9%
Q4 2016$808,000
-85.4%
24,030
-83.5%
0.03%
-83.8%
Q3 2016$5,534,000
+4.9%
145,915
+2.2%
0.16%
-4.2%
Q2 2016$5,275,000
+546.4%
142,715
+539.1%
0.17%
+496.4%
Q1 2016$816,00022,3300.03%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
CPWM, LLC 277,486$10,523,0002.32%
1st Global Advisors, Inc. 117,030$4,438,0000.58%
BOK Financial Private Wealth, Inc. 101,067$3,833,0000.58%
ADELL HARRIMAN & CARPENTER INC 50,552$1,917,134,0000.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 527,261$19,996,0000.34%
QUANTUM CAPITAL MANAGEMENT 29,635$1,124,0000.31%
GREYSTONE INVESTMENT MANAGEMENT LLC 14,880$564,0000.29%
BURKE & HERBERT BANK & TRUST CO 5,537$210,0000.19%
Freedom Investment Management, Inc. 75,991$2,882,0000.18%
Perigon Wealth Management, LLC 18,622$706,0000.18%
View complete list of ISHARES TR shareholders