KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$3,082,000
-7.6%
22,540
-3.3%
0.43%
-9.4%
Q2 2014$3,336,000
+40.7%
23,314
+35.2%
0.48%
+27.2%
Q1 2014$2,371,000
-33.9%
17,247
-35.7%
0.38%
-38.1%
Q4 2013$3,589,000
+81.3%
26,821
+68.2%
0.61%
+25.7%
Q3 2013$1,980,000
+27.5%
15,949
+18.8%
0.48%
+11.1%
Q2 2013$1,553,00013,4270.43%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders