WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 110 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$6,0000.0%520.0%0.00%
-50.0%
Q1 2017$6,0000.0%520.0%0.00%
+100.0%
Q4 2016$6,0000.0%520.0%0.00%0.0%
Q3 2016$6,000
+20.0%
52
+23.8%
0.00%0.0%
Q1 2016$5,000
-50.0%
42
-52.8%
0.00%
-50.0%
Q4 2014$10,000
-98.9%
89
-98.9%
0.00%
-98.8%
Q3 2014$897,000
+14.0%
8,140
+14.0%
0.17%
+16.3%
Q2 2014$787,000
-18.5%
7,140
-18.5%
0.15%
-24.2%
Q1 2014$966,000
-5.5%
8,760
-5.5%
0.19%
+33.8%
Q4 2013$1,022,000
+15.0%
9,274
+15.0%
0.14%
+5.1%
Q3 2013$889,000
+2.2%
8,062
+2.1%
0.14%
-4.8%
Q2 2013$870,0007,8940.14%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders