Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 60 filers reported holding ISHARES TR in Q1 2018. 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 Q1 2018
NameSharesValueWeighting ↓
RiverFront Investment Group, LLC 582,653$27,192,0000.67%
Telos Capital Management, Inc. 19,556$913,0000.57%
EXENCIAL WEALTH ADVISORS, LLC 18,015$841,0000.37%
Texas Yale Capital Corp. 90,590$4,228,0000.22%
ASSETMARK, INC 108,046$5,043,0000.12%
SHAPIRO ROBERT N 12,723$594,0000.11%
West Oak Capital, LLC 2,685$125,309,0000.09%
Aureus Asset Management, LLC 6,637$310,0000.08%
1st Global Advisors, Inc. 10,419$486,0000.08%
Cerity Partners OCIO LLC 9,411$439,0000.06%
View complete list of ISHARES TR shareholders