Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 140 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$95,0000.0%8450.0%0.00%0.0%
Q3 2017$95,000
+3.3%
8450.0%0.00%0.0%
Q2 2017$92,000
+5.7%
8450.0%0.00%
+33.3%
Q1 2017$87,000
-26.3%
845
-32.1%
0.00%
-40.0%
Q4 2016$118,000
+372.0%
1,245
+408.2%
0.01%
+400.0%
Q3 2016$25,0000.0%2450.0%0.00%0.0%
Q2 2016$25,000
+4.2%
2450.0%0.00%0.0%
Q1 2016$24,000
-4.0%
2450.0%0.00%0.0%
Q4 2015$25,000
-90.7%
245
-91.1%
0.00%
-92.3%
Q3 2015$270,000
-9.7%
2,7450.0%0.01%0.0%
Q2 2015$299,000
+1.0%
2,7450.0%0.01%
-7.1%
Q1 2015$296,000
+10.4%
2,7450.0%0.01%
+7.7%
Q3 2014$268,000
+3.5%
2,7450.0%0.01%0.0%
Q2 2014$259,000
+793.1%
2,745
+744.6%
0.01%
+550.0%
Q1 2014$29,000
-67.8%
325
-69.0%
0.00%
-60.0%
Q4 2013$90,000
+18.4%
1,050
+8.2%
0.01%
+25.0%
Q3 2013$76,000
+22.6%
970
+16.2%
0.00%0.0%
Q2 2013$62,0008350.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders