KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 151 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$312,000
+17.7%
3,099
+13.4%
0.04%
+15.8%
Q2 2014$265,000
-6.0%
2,733
-11.6%
0.04%
-15.6%
Q1 2014$282,000
+24.8%
3,093
+21.1%
0.04%
+18.4%
Q4 2013$226,000
-7.4%
2,555
-17.7%
0.04%
-35.6%
Q3 2013$244,0003,1060.06%
Other shareholders
ISHARES TR shareholders Q3 2013
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,262,531$395,605,50216.42%
Mendel Capital Management LLC 118,534$11,001,1119.94%
Buttonwood Financial Group, LLC 94,654$8,784,7568.76%
Pariax, LLC 29,138$2,704,2988.23%
Signature Wealth Management Partners, LLC 73,245$6,797,9346.31%
Stonebridge Financial Planning Group, LLC 88,217$8,187,4535.28%
EWG Elevate Inc. 126,857$11,773,6235.02%
Quantitative Advantage, LLC 356,495$33,086,3114.80%
West Wealth Group, LLC 96,739$8,978,3054.16%
COTTONWOOD CAPITAL ADVISORS, LLC 46,688$4,333,1033.99%
View complete list of ISHARES TR shareholders