WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 127 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$232,000
+45.0%
2,189
+44.9%
0.05%
+20.9%
Q1 2017$160,000
+22.1%
1,511
+21.7%
0.04%
+34.4%
Q4 2016$131,000
+1090.9%
1,242
+1142.0%
0.03%
+966.7%
Q3 2016$11,000
-82.8%
100
-83.4%
0.00%
-82.4%
Q2 2016$64,000
+392.3%
601
+409.3%
0.02%
+466.7%
Q4 2014$13,000
-53.6%
118
-55.1%
0.00%
-40.0%
Q3 2014$28,0000.0%2630.0%0.01%0.0%
Q2 2014$28,0000.0%2630.0%0.01%
-16.7%
Q1 2014$28,000
-77.0%
263
-77.0%
0.01%
-64.7%
Q4 2013$122,000
+11.9%
1,144
+11.6%
0.02%0.0%
Q3 2013$109,000
+131.9%
1,025
+128.8%
0.02%
+112.5%
Q2 2013$47,0004480.01%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 485,752$50,873,00010.47%
DGS Capital Management, LLC 272,786$28,568,8838.11%
Windham Capital Management, LLC 84,825$8,883,7726.99%
Life Planning Partners, Inc 66,213$6,934,4756.91%
WIT, LLC 1,845$193,260,4685.88%
BROWN WEALTH MANAGEMENT, LLC 124,975$13,088,6555.41%
ANGELES WEALTH MANAGEMENT, LLC 512,989$53,725,3165.37%
Clarus Group, Inc. 63,106$6,609,0424.63%
Bromfield Sneider Wealth Advisors 71,000$7,435,8054.60%
Salomon & Ludwin, LLC 503,947$52,795,8474.54%
View complete list of ISHARES TR shareholders