Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 122 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$63,000
+3.3%
3630.0%0.00%0.0%
Q3 2017$61,000
+1.7%
3630.0%0.00%0.0%
Q2 2017$60,000
+9.1%
3630.0%0.00%0.0%
Q1 2017$55,000
+14.6%
3630.0%0.00%0.0%
Q4 2016$48,000
-9.4%
3630.0%0.00%0.0%
Q3 2016$53,000
+8.2%
3630.0%0.00%0.0%
Q2 2016$49,000
+11.4%
3630.0%0.00%0.0%
Q1 2016$44,0000.0%3630.0%0.00%0.0%
Q4 2015$44,000
+10.0%
3630.0%0.00%0.0%
Q3 2015$40,0003630.00%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders