EXENCIAL WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 169 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$217,000
-27.9%
5,222
-33.4%
0.09%
-32.4%
Q2 2016$301,000
+15.3%
7,846
+4.5%
0.14%
+10.6%
Q1 2016$261,000
+3.2%
7,510
-8.7%
0.12%
-2.4%
Q4 2015$253,000
-54.9%
8,229
-36.4%
0.13%
-49.2%
Q4 2014$561,00012,9350.25%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
EQ LLC 128,528$3,869,0002.70%
HawsGoodwin Investment Management LLC 264,487$7,961,0002.32%
Outlook Wealth Advisors, LLC 257,304$7,745,0002.28%
Bernardo Wealth Planning LLC 151,537$4,561,0002.23%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$9,030,0002.05%
Dentgroup LLC 72,114$2,171,0002.05%
AVAII WEALTH MANAGEMENT, LLC 67,427$2,030,0002.04%
Ironwood Financial, llc 239,834$7,219,0001.98%
Pettinga Financial Advisors LLC 259,217$7,803,0001.90%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 189,938$5,717,0001.86%
View complete list of ISHARES TR shareholders