Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 129 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$41,000
+5.1%
2780.0%0.00%0.0%
Q3 2017$39,000
+5.4%
2780.0%0.00%
+100.0%
Q2 2017$37,000
+5.7%
2780.0%0.00%0.0%
Q1 2017$35,000
+2.9%
2780.0%0.00%0.0%
Q4 2016$34,000
+6.2%
2780.0%0.00%0.0%
Q3 2016$32,000
+3.2%
2780.0%0.00%0.0%
Q2 2016$31,000
+3.3%
2780.0%0.00%0.0%
Q1 2016$30,000
+3.4%
2780.0%0.00%0.0%
Q4 2015$29,000
+11.5%
2780.0%0.00%0.0%
Q3 2015$26,000
-13.3%
2780.0%0.00%0.0%
Q2 2015$30,000
-34.8%
278
-34.1%
0.00%
-50.0%
Q1 2015$46,000
+7.0%
4220.0%0.00%0.0%
Q3 2014$43,0000.0%4220.0%0.00%0.0%
Q2 2014$43,000
+2.4%
4220.0%0.00%0.0%
Q1 2014$42,000
-2.3%
4220.0%0.00%0.0%
Q4 2013$43,000
+10.3%
4220.0%0.00%0.0%
Q3 2013$39,000
+8.3%
4220.0%0.00%0.0%
Q2 2013$36,0004220.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders