WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 198 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$5,000
-37.5%
32
-36.0%
0.00%
-50.0%
Q1 2017$8,000
+14.3%
500.0%0.00%0.0%
Q4 2016$7,000
-36.4%
50
-28.6%
0.00%
-33.3%
Q3 2016$11,000
-15.4%
70
-17.6%
0.00%0.0%
Q2 2016$13,000
-7.1%
85
-13.3%
0.00%
-25.0%
Q1 2016$14,000
-96.3%
98
-96.1%
0.00%
-96.4%
Q4 2015$374,000
+8.4%
2,494
+1.2%
0.11%
+3.7%
Q3 2015$345,000
-11.8%
2,4640.0%0.11%0.0%
Q2 2015$391,000
+3810.0%
2,464
+3811.1%
0.11%
+3500.0%
Q1 2015$10,000
-78.3%
63
-80.1%
0.00%
-66.7%
Q4 2014$46,000
-34.3%
317
-38.9%
0.01%
-30.8%
Q3 2014$70,000
+11.1%
519
+5.9%
0.01%
+8.3%
Q2 2014$63,000
-13.7%
490
-17.4%
0.01%
-20.0%
Q1 2014$73,000
-98.7%
593
-98.7%
0.02%
-98.1%
Q4 2013$5,426,000
+15.9%
46,577
+6.4%
0.77%
+6.5%
Q3 2013$4,682,000
+3737.7%
43,791
+3495.3%
0.72%
+3525.0%
Q2 2013$122,0001,2180.02%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders