WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$69,000
+305.9%
502
+295.3%
0.02%
+220.0%
Q1 2017$17,000
-73.4%
127
-75.7%
0.01%
-68.8%
Q4 2016$64,000
-70.6%
522
-70.9%
0.02%
-70.4%
Q3 2016$218,000
+131.9%
1,791
+122.2%
0.05%
+116.0%
Q2 2016$94,000
+51.6%
806
+50.9%
0.02%
+38.9%
Q1 2016$62,000
-80.7%
534
-80.8%
0.02%
-81.2%
Q4 2015$322,000
-5.8%
2,783
-12.3%
0.10%
-10.3%
Q3 2015$342,000
-16.2%
3,174
-11.4%
0.11%
-4.5%
Q2 2015$408,000
+172.0%
3,583
+171.9%
0.11%
+166.7%
Q1 2015$150,000
-17.1%
1,318
-18.9%
0.04%
+13.5%
Q4 2014$181,000
+70.8%
1,626
+63.9%
0.04%
+85.0%
Q3 2014$106,000
+3.9%
992
+2.4%
0.02%
+5.3%
Q2 2014$102,000
+9.7%
969
+3.9%
0.02%0.0%
Q1 2014$93,000
+2.2%
933
+1.4%
0.02%
+46.2%
Q4 2013$91,000
+213.8%
920
+186.6%
0.01%
+225.0%
Q3 2013$29,000
+11.5%
321
+1.9%
0.00%0.0%
Q2 2013$26,0003150.00%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,945$50,403,00038.13%
HILLTOP WEALTH ADVISORS, LLC 346,038$25,576,00017.96%
Johnson Midwest Financial, LLC 266,243$19,678,00016.08%
Salomon & Ludwin, LLC 1,331,191$98,388,00015.30%
EisnerAmper Wealth Management Corporate Benefits, LLC 362,807$26,815,00013.50%
ShoreHaven Wealth Partners, LLC 335,846$24,822,00012.93%
Praetorian Wealth Management, Inc. 495,530$36,625,00012.41%
Powell Investment Advisors, LLC 261,502$19,328,00011.94%
MMA ASSET MANAGEMENT LLC 199,004$14,708,00011.23%
Carl P. Sherr & Co., LLC 148,295$10,961,0008.75%
View complete list of ISHARES TR shareholders