WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 283 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$34,000
+9.7%
246
+9.3%
0.01%0.0%
Q1 2017$31,0000.0%225
+0.4%
0.01%0.0%
Q4 2016$31,000
+10.7%
224
+0.4%
0.01%
+14.3%
Q3 2016$28,000
+211.1%
223
+182.3%
0.01%
+250.0%
Q2 2016$9,0000.0%790.0%0.00%
-33.3%
Q1 2016$9,000
+12.5%
79
+11.3%
0.00%
+50.0%
Q4 2015$8,000
-66.7%
71
-68.4%
0.00%
-75.0%
Q3 2015$24,000
-7.7%
225
+0.9%
0.01%
+14.3%
Q2 2015$26,0000.0%223
+3.7%
0.01%0.0%
Q1 2015$26,000
-66.7%
215
-67.6%
0.01%
-56.2%
Q4 2014$78,000
-4.9%
663
-12.9%
0.02%0.0%
Q3 2014$82,000
-3.5%
761
+3.3%
0.02%0.0%
Q2 2014$85,000
+41.7%
737
+40.1%
0.02%
+33.3%
Q1 2014$60,000
+7.1%
526
+4.2%
0.01%
+50.0%
Q4 2013$56,000
-5.1%
505
-12.3%
0.01%
-11.1%
Q3 2013$59,000
+34.1%
576
+23.6%
0.01%
+28.6%
Q2 2013$44,0004660.01%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders