WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 350 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$99,000
+130.2%
505
+124.4%
0.02%
+100.0%
Q1 2017$43,000
-2.3%
225
-7.0%
0.01%0.0%
Q4 2016$44,000
+109.5%
242
+98.4%
0.01%
+120.0%
Q3 2016$21,000
+600.0%
122
+510.0%
0.01%
+400.0%
Q2 2016$3,0000.0%200.0%0.00%0.0%
Q1 2016$3,000
+50.0%
20
+42.9%
0.00%0.0%
Q4 2015$2,000
-75.0%
14
-72.0%
0.00%
-66.7%
Q3 2015$8,0000.0%500.0%0.00%
+50.0%
Q2 2015$8,0000.0%500.0%0.00%0.0%
Q1 2015$8,000
-93.1%
50
-93.1%
0.00%
-91.3%
Q4 2014$116,000
-10.8%
725
-15.4%
0.02%
-8.0%
Q3 2014$130,000
+5.7%
857
+9.7%
0.02%
+8.7%
Q2 2014$123,000
-61.4%
781
-62.5%
0.02%
-64.1%
Q1 2014$319,000
-33.4%
2,084
-34.7%
0.06%
-5.9%
Q4 2013$479,000
+84.9%
3,190
+71.3%
0.07%
+70.0%
Q3 2013$259,000
+8.4%
1,862
+0.4%
0.04%0.0%
Q2 2013$239,0001,8550.04%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders