Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUFN and the CUSIP is 464289180. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.86 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$27,000
-3.6%
1,1730.0%0.00%0.0%
Q3 2017$28,000
+7.7%
1,1730.0%0.00%0.0%
Q2 2017$26,000
+8.3%
1,1730.0%0.00%0.0%
Q1 2017$24,000
+242.9%
1,173
+197.0%
0.00%
Q4 2016$7,0000.0%3950.0%0.00%
Q3 2016$7,0003950.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Valence8 US LP 316,604$5,986,9823.79%
Viewpoint Capital Management LLC 131,406$2,484,8841.99%
Waterfront Wealth Inc. 235,821$4,311,1181.41%
Alaska Permanent Fund Corp 3,032,796$57,350,1721.08%
Aspen Grove Capital, LLC 150,168$2,839,6841.06%
Banco de Sabadell, S.A 44,357$8370.73%
Hedges Asset Management LLC 36,000$680,7600.60%
Congress Wealth Management LLC / DE / 1,208,910$22,860,4910.47%
Azimuth Capital Investment Management LLC 443,952$8,395,1320.41%
Fisher Asset Management, LLC 37,965,603$717,929,5720.41%
View complete list of ISHARES TR shareholders