CapWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2016$48,000
-57.5%
380
-59.3%
0.01%
-60.0%
Q1 2014$113,000
+0.9%
9340.0%0.03%
+7.1%
Q4 2013$112,000
-0.9%
9340.0%0.03%
-9.7%
Q3 2013$113,0009340.03%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,401,136$160,976,56624.11%
Pacific Sage Partners, LLC 294,130$33,792,59611.22%
Highview Capital Management LLC/DE/ 151,810$17,441,45110.62%
Rain Capital Management, LLC 114,237$13,124,6549.85%
Gould Capital, LLC 98,843$11,356,0729.07%
SNS Financial Group, LLC 534,467$61,404,8738.29%
Eley Financial Management, Inc 129,042$14,825,6357.99%
Bond & Devick Financial Network, Inc. 93,206$10,708,4377.63%
Heirloom Wealth Management 102,555$11,782,5447.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 145,813$16,7527.28%
View complete list of ISHARES TR shareholders