Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 171 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.48 and the average weighting 1.0%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$85,0000.0%1,3870.0%0.04%
-6.5%
Q3 2014$85,000
+73.5%
1,387
+77.6%
0.05%
+130.0%
Q2 2014$49,0007810.02%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders