KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 182 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$536,000
+69.1%
6,082
+66.2%
0.08%
+66.7%
Q2 2014$317,000
+8.9%
3,659
+4.0%
0.04%
-2.2%
Q1 2014$291,000
+0.3%
3,5190.0%0.05%
-6.1%
Q4 2013$290,000
+8.6%
3,519
-4.6%
0.05%
-34.7%
Q2 2013$267,0003,6880.08%
Other shareholders
ISHARES TR shareholders Q3 2013
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 999,248$91,101,00035.73%
Pictet North America Advisors SA 875,633$79,831,00018.64%
Covenant Multifamily Offices, LLC 261,769$23,865,00016.88%
MML INVESTORS SERVICES, LLC 133,982$12,215,00011.33%
Oakworth Capital, Inc. 266,021$24,253,00010.09%
New Harbor Financial Group, LLC 69,831$6,366,0009.42%
Relative Value Partners Group, LLC 748,532$68,244,0008.37%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 116,244$10,598,0007.11%
SFMG, LLC 302,506$27,579,0006.28%
SCS Capital Management LLC 1,419,146$129,384,0005.79%
View complete list of ISHARES TR shareholders