Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 43 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$82,000
+5.1%
1,3830.0%0.00%0.0%
Q3 2017$78,000
+105.3%
1,383
+98.1%
0.00%
+200.0%
Q2 2017$38,000
+2.7%
6980.0%0.00%0.0%
Q1 2017$37,000
-21.3%
698
-27.9%
0.00%
-50.0%
Q4 2016$47,000
+34.3%
968
+38.7%
0.00%
+100.0%
Q3 2016$35,000
+6.1%
6980.0%0.00%0.0%
Q2 2016$33,000
+200.0%
698
+188.4%
0.00%
Q1 2016$11,0002420.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders