CapWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 143 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.27 and the average weighting 0.4%.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2015$4,000
-60.0%
100
-63.6%
0.00%
-50.0%
Q1 2015$10,000
-79.2%
275
-74.6%
0.00%
-81.8%
Q3 2014$48,000
-20.0%
1,083
-9.1%
0.01%
-21.4%
Q2 2014$60,000
+53.8%
1,192
+33.8%
0.01%
+40.0%
Q1 2014$39,000
-11.4%
891
-11.8%
0.01%
-9.1%
Q4 2013$44,000
-36.2%
1,010
-39.3%
0.01%
-42.1%
Q3 2013$69,000
+7.8%
1,6650.0%0.02%0.0%
Q2 2013$64,0001,6650.02%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders