WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 255 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$172,000
+230.8%
1,234
+219.7%
0.04%
+178.6%
Q1 2017$52,000
-74.4%
386
-77.1%
0.01%
-72.0%
Q4 2016$203,000
+1.0%
1,689
+0.1%
0.05%0.0%
Q3 2016$201,000
+16.2%
1,688
+2.6%
0.05%
+8.7%
Q2 2016$173,000
-10.4%
1,646
-7.5%
0.05%
-17.9%
Q1 2016$193,000
+2.1%
1,780
+0.8%
0.06%
-1.8%
Q4 2015$189,000
+5.6%
1,766
-2.4%
0.06%
+1.8%
Q3 2015$179,000
-13.9%
1,810
-8.9%
0.06%
-1.8%
Q2 2015$208,000
+10.6%
1,987
+11.1%
0.06%
+9.6%
Q1 2015$188,000
-34.0%
1,788
-34.4%
0.05%
-10.3%
Q4 2014$285,000
+30.1%
2,727
+25.6%
0.06%
+38.1%
Q3 2014$219,000
+6.3%
2,171
+2.1%
0.04%
+10.5%
Q2 2014$206,000
-9.6%
2,126
-15.1%
0.04%
-17.4%
Q1 2014$228,000
-96.3%
2,505
-96.4%
0.05%
-94.8%
Q4 2013$6,185,000
+22.8%
69,938
+9.4%
0.88%
+12.8%
Q3 2013$5,037,000
+40.9%
63,917
+31.7%
0.78%
+31.3%
Q2 2013$3,574,00048,5440.59%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders