WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 28 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$10,0000.0%2100.0%0.00%
-33.3%
Q1 2017$10,0000.0%2100.0%0.00%
+50.0%
Q4 2016$10,000
+11.1%
2100.0%0.00%0.0%
Q3 2016$9,000
-25.0%
210
-25.8%
0.00%
-33.3%
Q2 2016$12,0000.0%2830.0%0.00%0.0%
Q1 2016$12,000
-14.3%
283
-15.0%
0.00%
-25.0%
Q4 2015$14,000
+7.7%
3330.0%0.00%0.0%
Q3 2015$13,000
-13.3%
3330.0%0.00%0.0%
Q2 2015$15,000
+7.1%
3330.0%0.00%0.0%
Q1 2015$14,000
-6.7%
3330.0%0.00%
+33.3%
Q4 2014$15,000
+7.1%
3330.0%0.00%0.0%
Q3 2014$14,0000.0%3330.0%0.00%0.0%
Q2 2014$14,0000.0%3330.0%0.00%0.0%
Q1 2014$14,000
+7.7%
3330.0%0.00%
+50.0%
Q4 2013$13,000
+8.3%
3330.0%0.00%0.0%
Q3 2013$12,0000.0%3330.0%0.00%0.0%
Q2 2013$12,0003330.00%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,392,944$253,517,0008.32%
Mason & Associates Inc 382,817$22,092,0007.82%
Compton Wealth Advisory Group, LLC 180,256$10,403,0004.42%
Horst & Graben Wealth Management LLC 245,534$14,170,0004.02%
Strategic Equity Management 131,934$7,614,0003.15%
TIAA, FSB 7,564,695$436,559,0001.87%
Peterson Financial Group, Inc. 22,739$1,312,0001.10%
Global Wealth Management Investment Advisory, Inc. 52,219$3,014,0001.07%
9258 Wealth Management, LLC 68,182$3,935,0001.01%
BRYN MAWR TRUST Co 338,429$19,531,0000.95%
View complete list of ISHARES TR shareholders