Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is RXI and the CUSIP is 464288745. A total of 55 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$28,000
+7.7%
2600.0%0.00%0.0%
Q3 2017$26,0000.0%2600.0%0.00%0.0%
Q2 2017$26,000
+4.0%
2600.0%0.00%0.0%
Q1 2017$25,000
+8.7%
2600.0%0.00%0.0%
Q4 2016$23,0000.0%2600.0%0.00%0.0%
Q3 2016$23,000
+4.5%
2600.0%0.00%0.0%
Q2 2016$22,000
-4.3%
2600.0%0.00%0.0%
Q1 2016$23,0000.0%2600.0%0.00%0.0%
Q4 2015$23,000
+4.5%
2600.0%0.00%0.0%
Q3 2015$22,000
-8.3%
2600.0%0.00%0.0%
Q2 2015$24,0000.0%2600.0%0.00%0.0%
Q1 2015$24,000
+14.3%
2600.0%0.00%0.0%
Q3 2014$21,000
-4.5%
2600.0%0.00%0.0%
Q2 2014$22,000
-21.4%
260
-25.7%
0.00%
-50.0%
Q1 2014$28,000
-71.1%
350
-69.6%
0.00%
-60.0%
Q4 2013$97,000
+21.2%
1,150
+11.1%
0.01%0.0%
Q3 2013$80,000
+25.0%
1,035
+15.0%
0.01%
+25.0%
Q2 2013$64,0009000.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Slow Capital, Inc. 21,927$2,677,0000.58%
Laidlaw Wealth Management LLC 16,233$1,982,0000.46%
Frank, Rimerman Advisors LLC 6,446$787,0570.28%
TCWP LLC 10,200$1,245,0000.26%
One Charles Private Wealth Services, LLC 2,507$306,0000.20%
Newport Capital Group, LLC 2,936$365,0000.19%
Cedar Brook Financial Partners, LLC 4,630$565,2930.18%
Sunflower Bank, N.A. 4,329$529,0000.12%
Front Row Advisors LLC 1,877$229,0000.12%
Retirement Planning Group, LLC 5,093$622,0000.08%
View complete list of ISHARES TR shareholders