Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 370 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 4.56 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$63,000
+3.3%
4080.0%0.00%0.0%
Q3 2017$61,000
+7.0%
4080.0%0.00%0.0%
Q2 2017$57,0000.0%4080.0%0.00%0.0%
Q1 2017$57,0000.0%4080.0%0.00%0.0%
Q4 2016$57,000
+11.8%
4080.0%0.00%0.0%
Q3 2016$51,000
+6.2%
4080.0%0.00%0.0%
Q2 2016$48,000
+4.3%
4080.0%0.00%0.0%
Q1 2016$46,000
+4.5%
4080.0%0.00%0.0%
Q4 2015$44,000
+2.3%
4080.0%0.00%0.0%
Q3 2015$43,000
-10.4%
4080.0%0.00%0.0%
Q2 2015$48,000
-2.0%
4080.0%0.00%0.0%
Q1 2015$49,000
+16.7%
408
+2.0%
0.00%0.0%
Q3 2014$42,000
-8.7%
4000.0%0.00%0.0%
Q2 2014$46,000
-82.0%
400
-82.3%
0.00%
-85.7%
Q1 2014$256,000
+34.7%
2,256
+33.0%
0.01%
+40.0%
Q4 2013$190,000
+10.5%
1,6960.0%0.01%0.0%
Q3 2013$172,000
+8.9%
1,6960.0%0.01%
+11.1%
Q2 2013$158,0001,6960.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders