WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 135 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$15,000
+7.1%
1690.0%0.00%
-25.0%
Q1 2017$14,0000.0%169
+0.6%
0.00%
+33.3%
Q4 2016$14,000
+7.7%
1680.0%0.00%0.0%
Q3 2016$13,000
+8.3%
168
+0.6%
0.00%0.0%
Q2 2016$12,000
+9.1%
1670.0%0.00%0.0%
Q1 2016$11,000
-8.3%
1670.0%0.00%
-25.0%
Q4 2015$12,000
-61.3%
167
-62.0%
0.00%
-60.0%
Q3 2015$31,000
-13.9%
439
+0.2%
0.01%0.0%
Q2 2015$36,000
+2.9%
4380.0%0.01%0.0%
Q1 2015$35,000
+2.9%
438
+0.5%
0.01%
+42.9%
Q4 2014$34,000
+9.7%
436
-0.9%
0.01%
+16.7%
Q3 2014$31,000
-6.1%
440
+0.7%
0.01%0.0%
Q2 2014$33,000
+153.8%
437
+161.7%
0.01%
+100.0%
Q1 2014$13,0000.0%167
-2.3%
0.00%
+50.0%
Q4 2013$13,000
+18.2%
171
+3.0%
0.00%0.0%
Q3 2013$11,000
+10.0%
166
+3.8%
0.00%0.0%
Q2 2013$10,0001600.00%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
MD Financial Management Inc. 577,769$57,482,0002.89%
One Capital Management, LLC 182,586$18,165,0002.79%
ARKANSAS FINANCIAL GROUP, INC. 81,236$8,082,0002.68%
Efficient Advisors, LLC 149,898$14,913,0002.60%
Harborview Advisors, LLC 29,698$2,955,0002.26%
Schoolcraft Capital LLC 36,942$3,675,3121.87%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44,961$4,473,0001.76%
Parkside Advisors LLC 35,625$3,544,0001.58%
WESCAP Management Group, Inc. 40,397$4,019,0001.56%
DOWLING & YAHNKE LLC 193,870$19,288,0001.48%
View complete list of ISHARES TR shareholders