Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 40 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$400,832
-16.4%
16,004
-12.8%
0.02%
-15.8%
Q2 2023$479,355
-16.3%
18,352
-13.8%
0.02%
-24.0%
Q1 2023$572,888
-30.4%
21,299
-29.2%
0.02%
-35.9%
Q4 2022$823,478
+4.5%
30,087
-5.2%
0.04%
-4.9%
Q3 2022$788,000
-4.3%
31,727
+12.6%
0.04%
-4.7%
Q2 2022$823,000
-3.5%
28,167
+16.9%
0.04%0.0%
Q1 2022$853,000
-11.1%
24,095
-6.5%
0.04%
-10.4%
Q4 2021$960,000
-1.7%
25,769
-2.3%
0.05%
-14.3%
Q3 2021$977,000
-3.7%
26,369
-0.6%
0.06%
-8.2%
Q2 2021$1,015,000
+16.4%
26,524
+10.1%
0.06%
-12.9%
Q1 2021$872,000
-6.3%
24,085
-7.7%
0.07%
-1.4%
Q4 2020$931,000
+13.1%
26,095
-0.3%
0.07%
+1.4%
Q3 2020$823,000
+4.0%
26,1750.0%0.07%
-5.4%
Q2 2020$791,000
+21.3%
26,175
+11.6%
0.07%
+4.2%
Q1 2020$652,000
+28.6%
23,444
+79.2%
0.07%
+26.8%
Q4 2019$507,000
+26.8%
13,085
+25.9%
0.06%
+16.7%
Q3 2019$400,000
-12.1%
10,390
-13.1%
0.05%
-18.6%
Q2 2019$455,000
-1.9%
11,9550.0%0.06%
-13.2%
Q1 2019$464,000
+8.7%
11,955
-3.4%
0.07%
-6.8%
Q4 2018$427,000
-5.5%
12,380
+1.2%
0.07%
-8.8%
Q3 2018$452,000
-2.8%
12,2350.0%0.08%
-8.0%
Q2 2018$465,000
-2.5%
12,2350.0%0.09%
-7.4%
Q1 2018$477,000
+12.8%
12,235
+14.1%
0.09%
+3.3%
Q4 2017$423,000
+5.5%
10,720
+1.8%
0.09%
-2.2%
Q3 2017$401,000
-1.0%
10,530
-3.9%
0.09%
-6.1%
Q2 2017$405,000
+0.2%
10,952
-3.8%
0.10%
-2.0%
Q1 2017$404,000
+1.5%
11,387
-3.9%
0.10%
+3.1%
Q4 2016$398,000
-17.1%
11,847
-9.2%
0.10%
-22.2%
Q2 2016$480,000
-17.7%
13,052
-18.2%
0.13%
-10.6%
Q1 2016$583,000
-16.0%
15,949
-19.3%
0.14%
-16.6%
Q4 2015$694,000
+0.4%
19,758
-0.3%
0.17%
+3.7%
Q3 2015$691,000
-24.5%
19,827
-19.4%
0.16%
-23.5%
Q2 2015$915,000
-9.6%
24,595
-7.3%
0.21%
-12.3%
Q1 2015$1,012,000
+5.3%
26,5300.0%0.24%
+3.4%
Q4 2014$961,000
+0.1%
26,530
+1.1%
0.24%
+1.3%
Q3 2014$960,000
-0.1%
26,234
+6.6%
0.23%
-2.5%
Q2 2014$961,000
+9.3%
24,605
+2.0%
0.24%
+3.0%
Q1 2014$879,000
+0.8%
24,133
+3.4%
0.23%
-6.5%
Q4 2013$872,000
+5.1%
23,329
+5.6%
0.25%
-5.0%
Q3 2013$830,000
+7.9%
22,083
+1.1%
0.26%
+1.6%
Q2 2013$769,00021,8410.26%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
Horizons Wealth Management 15,753$394,5360.29%
Schoolcraft Capital LLC 8,917$223,3380.06%
Equitable Holdings, Inc. 141,144$3,535,0500.05%
Freedom Investment Management, Inc. 16,369$409,9780.05%
CARDIFF PARK ADVISORS, LLC 11,171$279,7890.04%
SOA Wealth Advisors, LLC. 3,747$93,8520.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,004$400,8320.02%
Front Row Advisors LLC 581$14,7150.01%
Rathbones Group PLC 30,972$775,7150.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,495$37,4430.00%
View complete list of ISHARES TR shareholders