Spruce Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 10 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Spruce Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$3,560,000
+14.4%
109,699
+8.6%
7.34%
+22.2%
Q3 2017$3,112,000
+164.4%
101,042
+143.4%
6.00%
+188.6%
Q2 2017$1,177,00041,5122.08%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 416,430$12,317,9958.96%
WADDELL & ASSOCIATES, LLC 1,252,283$37,042,5355.42%
Intelligence Driven Advisers, LLC 794,151$22,598,5144.01%
AllGen Financial Advisors, Inc. 139,829$4,136,1422.94%
Financial Strategies Group, Inc. 193,059$5,575,5461.76%
RHS Financial, LLC 58,313$1,724,8991.21%
Richard P Slaughter Associates Inc 132,122$3,908,1681.04%
CGN Advisors LLC 237,533$7,026,2260.95%
McKinley Carter Wealth Services, Inc. 299,996$8,873,8900.71%
BEDEL FINANCIAL CONSULTING INC 106,957$3,163,7750.64%
View complete list of ISHARES TR shareholders