WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 38 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$27,000
+8.0%
166
+0.6%
0.01%
-14.3%
Q1 2017$25,000
+4.2%
1650.0%0.01%
+16.7%
Q4 2016$24,0000.0%165
+0.6%
0.01%0.0%
Q3 2016$24,000
-25.0%
164
-31.4%
0.01%
-33.3%
Q2 2016$32,000
+3.2%
239
+0.4%
0.01%0.0%
Q1 2016$31,000
-3.1%
2380.0%0.01%
-10.0%
Q4 2015$32,000
+18.5%
238
+11.7%
0.01%
+25.0%
Q3 2015$27,000
-12.9%
2130.0%0.01%
-11.1%
Q2 2015$31,0000.0%213
+0.5%
0.01%0.0%
Q1 2015$31,000
-16.2%
212
-22.6%
0.01%
+28.6%
Q4 2014$37,000
+5.7%
2740.0%0.01%0.0%
Q3 2014$35,000
-45.3%
274
-42.6%
0.01%
-41.7%
Q2 2014$64,000
+3.2%
4770.0%0.01%0.0%
Q1 2014$62,000
-1.6%
477
+0.2%
0.01%
+33.3%
Q4 2013$63,000
+6.8%
4760.0%0.01%0.0%
Q3 2013$59,000
+73.5%
476
+51.6%
0.01%
+50.0%
Q2 2013$34,0003140.01%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 51,376$2,002,7391.62%
Matrix Trust Co 143,890$5,6091.51%
Opes Wealth Management LLC 94,586$3,687,1801.19%
Gallagher Fiduciary Advisors, LLC 334,277$13,031,3941.08%
Black Diamond Financial, LLC 72,431$2,823,5270.93%
Asset Allocation Strategies LLC 7,773$303,0240.87%
VAUGHAN & Co SECURITIES, INC. 26,668$1,039,5800.77%
CREATIVE FINANCIAL DESIGNS INC /ADV 101,067$3,939,8280.52%
Certified Advisory Corp 63,830$2,488,2570.44%
Breakwater Capital Group 22,083$860,8460.36%
View complete list of ISHARES TR shareholders