CapWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$208,0000.0%1,1580.0%0.02%
-46.7%
Q2 2019$208,000
+1.5%
1,1580.0%0.03%
-11.8%
Q3 2018$205,000
+688.5%
1,158
+446.2%
0.03%
+466.7%
Q3 2016$26,000
+4.0%
2120.0%0.01%0.0%
Q2 2016$25,0000.0%2120.0%0.01%0.0%
Q1 2016$25,0002120.01%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Scottrade Investment Management 2,624,985$345,238,00027.70%
EisnerAmper Wealth Management Corporate Benefits, LLC 134,990$17,754,00015.39%
Tiedemann Wealth Management Holdings, LLC 25,528$3,358,00013.54%
Horizon Investments, LLC 1,516,265$199,419,00013.22%
Silicon Valley Capital Partners 139,155$18,302,00011.42%
Valmark Advisers, Inc. 3,415,774$449,243,00011.02%
COURIER CAPITAL LLC 463,147$60,913,00010.72%
Commonwealth Financial Services, LLC 72,730$9,544,00010.40%
Paragon Wealth Strategies, LLC 94,908$12,482,00010.25%
Regal Wealth Group, Inc. 99,413$13,075,0009.98%
View complete list of ISHARES TR shareholders