Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 96 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$141,0000.0%5,6040.0%0.01%0.0%
Q3 2017$141,000
-40.0%
5,604
-39.8%
0.01%
-44.4%
Q2 2017$235,000
+71.5%
9,304
+70.3%
0.01%
+80.0%
Q1 2017$137,000
-66.8%
5,462
-67.0%
0.01%
-70.6%
Q4 2016$413,000
+141.5%
16,564
+152.6%
0.02%
+142.9%
Q3 2016$171,000
-0.6%
6,5580.0%0.01%
-12.5%
Q2 2016$172,000
+282.2%
6,558
+272.2%
0.01%
+300.0%
Q1 2016$45,0001,7620.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders