Willingdon Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 304 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Willingdon Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$23,000
-14.8%
2050.0%0.01%0.0%
Q3 2018$27,000
+8.0%
2050.0%0.01%
-12.5%
Q2 2018$25,000
+4.2%
2050.0%0.01%0.0%
Q1 2018$24,0000.0%2050.0%0.01%0.0%
Q4 2017$24,000
+4.3%
2050.0%0.01%0.0%
Q3 2017$23,0002050.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 938,527$90,033,00037.79%
Covenant Multifamily Offices, LLC 218,790$20,988,00019.99%
MML INVESTORS SERVICES, LLC 143,443$13,760,00015.82%
Pictet North America Advisors SA 617,317$59,219,00014.12%
Oakworth Capital, Inc. 247,963$23,787,0008.24%
SCS Capital Management LLC 2,013,465$193,152,0007.62%
Relative Value Partners Group, LLC 591,864$56,778,0007.34%
Wharton Business Group, LLC 521,767$50,053,0006.17%
Berkshire Money Management, Inc. 170,510$16,357,0005.02%
Patriot Wealth Management, Inc. 230,603$22,122,0004.27%
View complete list of ISHARES TR shareholders