Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 40 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$809,000
-12.4%
12,935
-5.5%
0.26%
-5.1%
Q1 2018$923,000
-54.6%
13,683
-53.4%
0.27%
-42.0%
Q4 2017$2,033,000
+103.9%
29,343
+80.7%
0.47%
+44.8%
Q3 2017$997,000
-0.3%
16,241
-7.2%
0.32%
+17.8%
Q2 2017$1,000,00017,4930.28%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
RiverFront Investment Group, LLC 456,360$22,808,0000.64%
Telos Capital Management, Inc. 18,703$935,0000.55%
EXENCIAL WEALTH ADVISORS, LLC 15,865$858,0000.36%
Independent Portfolio Consultants, Inc. 24,755$1,237,0000.25%
Texas Yale Capital Corp. 44,015$2,200,0000.18%
ASSETMARK, INC 144,724$7,233,0000.15%
West Oak Capital, LLC 2,685$134,196,0000.10%
1st Global Advisors, Inc. 10,419$521,0000.08%
ARGI Investment Services, LLC 9,227$461,0000.05%
BB&T SECURITIES, LLC 24,145$12,067,0000.03%
View complete list of ISHARES TR shareholders