Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 44 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$66,901
+11.6%
5250.0%0.00%0.0%
Q1 2023$59,929
+7.2%
5250.0%0.00%0.0%
Q4 2022$55,907
+365.9%
525
+425.0%
0.00%
Q2 2021$12,000
+9.1%
1000.0%0.00%
Q4 2020$11,000
+22.2%
1000.0%0.00%
Q3 2020$9,000
-62.5%
100
-70.2%
0.00%
-100.0%
Q1 2020$24,000
-31.4%
336
-7.7%
0.00%0.0%
Q4 2019$35,000
+288.9%
364
+264.0%
0.00%
+100.0%
Q3 2019$9,0000.0%1000.0%0.00%0.0%
Q2 2019$9,0000.0%1000.0%0.00%0.0%
Q1 2019$9,000
+12.5%
1000.0%0.00%0.0%
Q4 2018$8,000
-11.1%
1000.0%0.00%0.0%
Q3 2018$9,0000.0%1000.0%0.00%0.0%
Q2 2018$9,0000.0%1000.0%0.00%0.0%
Q1 2018$9,0000.0%1000.0%0.00%0.0%
Q4 2017$9,0000.0%1000.0%0.00%0.0%
Q3 2017$9,000
+12.5%
1000.0%0.00%0.0%
Q2 2017$8,0000.0%1000.0%0.00%0.0%
Q1 2017$8,000
+14.3%
1000.0%0.00%0.0%
Q3 2016$7,0000.0%1000.0%0.00%
-50.0%
Q2 2016$7,0000.0%1000.0%0.00%0.0%
Q1 2016$7,0000.0%1000.0%0.00%0.0%
Q4 2015$7,000
+16.7%
1000.0%0.00%0.0%
Q3 2015$6,000
-14.3%
1000.0%0.00%0.0%
Q2 2015$7,0000.0%1000.0%0.00%0.0%
Q1 2015$7,0000.0%1000.0%0.00%0.0%
Q4 2014$7,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Wharton Business Group, LLC 174,905$21,599,0001.33%
Bensler, LLC 21,156$2,612,6130.73%
Slow Capital, Inc. 33,128$4,091,0000.70%
Wealth Management Partners, LLC 6,000$796,0000.55%
Sunflower Bank, N.A. 28,226$3,486,0000.47%
SENTINEL TRUST CO LBA 18,800$2,322,0000.28%
TCWP LLC 8,847$1,092,0000.22%
NTV ASSET MANAGEMENT LLC 9,700$1,198,0000.20%
KCS Wealth Advisory 3,774$466,0000.19%
Laidlaw Wealth Management LLC 6,077$750,0000.12%
View complete list of ISHARES TR shareholders