WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 165 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$7,000
+133.3%
69
+165.4%
0.00%
+100.0%
Q1 2017$3,0000.0%260.0%0.00%0.0%
Q4 2016$3,000
+50.0%
260.0%0.00%
Q3 2016$2,000
-94.6%
26
-93.9%
0.00%
-100.0%
Q2 2016$37,000
+2.8%
4250.0%0.01%0.0%
Q1 2016$36,000
+1700.0%
425
+1600.0%
0.01%
+900.0%
Q4 2015$2,0000.0%250.0%0.00%0.0%
Q3 2015$2,000
-66.7%
25
-64.3%
0.00%0.0%
Q4 2014$6,000
-86.0%
70
-86.7%
0.00%
-88.9%
Q1 2014$43,000
-57.4%
528
-58.2%
0.01%
-35.7%
Q4 2013$101,000
-62.6%
1,262
-65.8%
0.01%
-66.7%
Q3 2013$270,000
+130.8%
3,688
+125.3%
0.04%
+121.1%
Q2 2013$117,0001,6370.02%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders