WMS Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 184 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$596,000
+8.4%
12,7000.0%0.13%
+0.8%
Q3 2019$550,000
-8.9%
12,700
-7.3%
0.13%
-10.8%
Q2 2019$604,000
+1.7%
13,7000.0%0.15%0.0%
Q1 2019$594,000
-16.9%
13,700
-25.0%
0.15%
-26.0%
Q4 2018$715,000
-35.9%
18,270
-26.2%
0.20%
+60.0%
Q3 2018$1,116,000
-28.3%
24,755
-28.9%
0.12%
-30.9%
Q2 2018$1,557,000
-26.5%
34,835
-23.3%
0.18%
-28.2%
Q1 2018$2,118,000
-2.2%
45,426
-0.9%
0.25%
+3.3%
Q4 2017$2,166,000
-0.6%
45,831
-1.4%
0.24%
-5.8%
Q3 2017$2,179,000
+6.5%
46,496
+0.7%
0.26%
+2.4%
Q2 2017$2,046,000
-1.1%
46,171
-6.6%
0.25%
-2.7%
Q1 2017$2,069,000
+5.0%
49,448
-2.6%
0.26%
-0.8%
Q4 2016$1,971,000
+12.6%
50,790
+14.3%
0.26%
+12.0%
Q3 2016$1,750,000
+10.8%
44,449
+6.3%
0.23%
+6.8%
Q2 2016$1,580,000
-7.8%
41,819
-4.5%
0.22%
-8.0%
Q1 2016$1,713,000
-71.1%
43,807
-70.4%
0.24%
-72.2%
Q4 2015$5,936,000147,9850.86%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. (NB/CA) 90,793$3,431,0004.05%
Stelac Advisory Services LLC 272,864$10,312,0003.16%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 67,243$2,541,0002.44%
CKW FINANCIAL GROUP 169,232$6,395,0002.28%
Round Table Services, LLC 101,511$3,836,0002.16%
Palisades Hudson Asset Management, L.P. 58,177$2,199,0001.79%
Lattice Strategies LLC 55,806$2,109,0001.65%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 116,284$4,394,0001.58%
Risk Paradigm Group, LLC 25,404$960,017,0001.30%
Ironwood Financial, llc 37,814$1,429,0001.07%
View complete list of ISHARES TR shareholders