CapWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 173 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2016$28,000
+3.7%
8100.0%0.01%0.0%
Q4 2015$27,000
-3.6%
8100.0%0.01%0.0%
Q3 2015$28,000
-17.6%
8100.0%0.01%
-12.5%
Q2 2015$34,000
-2.9%
8100.0%0.01%0.0%
Q1 2015$35,000
-16.7%
8100.0%0.01%
-20.0%
Q3 2014$42,000
-8.7%
8100.0%0.01%
-9.1%
Q2 2014$46,000
+12.2%
8100.0%0.01%0.0%
Q1 2014$41,0000.0%8100.0%0.01%
+10.0%
Q4 2013$41,000
+7.9%
8100.0%0.01%
-9.1%
Q3 2013$38,000
+5.6%
8100.0%0.01%0.0%
Q2 2013$36,0008100.01%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders