KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 195 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

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 Q4 2013
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 851,568$91,033,00037.40%
Pictet North America Advisors SA 686,574$73,395,00012.19%
Oakworth Capital, Inc. 272,953$29,178,0007.99%
Cerity Partners LLC 1,095,103$93,797,0007.86%
Wechter Feldman Wealth Management, Inc. 67,713$7,238,0005.80%
Relative Value Partners Group, LLC 452,066$48,326,0005.67%
BARING ASSET MANAGEMENT Ltd 770,782$82,281,0005.35%
Svenska Handelsbanken AB (publ) 32,850$3,512,0005.30%
GenWealth Group, Inc. 73,561$7,863,0005.29%
SCS Capital Management LLC 1,522,149$162,718,0004.40%
View complete list of ISHARES TR shareholders