WFG Advisors, LP - ISHARES ownership

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES
ValueSharesWeighting
Q4 2014$10,0000.0%1790.0%0.00%0.0%
Q3 2014$10,0000.0%1790.0%0.00%0.0%
Q2 2014$10,0000.0%179
+0.6%
0.00%0.0%
Q1 2014$10,0000.0%1780.0%0.00%
+100.0%
Q4 2013$10,0000.0%1780.0%0.00%
-50.0%
Q3 2013$10,0000.0%178
+0.6%
0.00%0.0%
Q2 2013$10,0001770.00%
Other shareholders
ISHARES shareholders Q3 2023
NameSharesValueWeighting ↓
Vigilant Capital Management, LLC 170,802$4,529,0000.92%
Trust Co 66,569$1,765,157,0000.82%
PHILLIPS FINANCIAL MANAGEMENT, LLC 68,433$1,814,0000.55%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 111,739$2,963,0000.51%
PEOPLES BANK /OH 18,702$496,0000.29%
Legacy Private Trust Co. 66,679$1,768,0000.27%
Asset Dedication, LLC 14,544$386,0000.25%
Cribstone Capital Management, LLC 11,088$294,0000.24%
Roof Eidam Maycock Peralta, LLC 9,600$255,0000.20%
1834 INVESTMENT ADVISORS CO 28,980$768,0000.18%
View complete list of ISHARES shareholders