KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 291 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$914,000
+100.4%
8,556
+97.1%
0.13%
+96.9%
Q2 2014$456,000
+41.6%
4,341
+34.6%
0.06%
+27.5%
Q1 2014$322,000
-3.0%
3,225
-4.0%
0.05%
-8.9%
Q4 2013$332,000
+54.4%
3,361
+39.6%
0.06%
+7.7%
Q3 2013$215,0002,4080.05%
Other shareholders
ISHARES TR shareholders Q3 2013
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders