KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 59 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$232,000
-6.8%
4,7050.0%0.03%
-8.3%
Q2 2014$249,000
+2.0%
4,7050.0%0.04%
-7.7%
Q1 2014$244,000
-2.0%
4,7050.0%0.04%
-7.1%
Q4 2013$249,000
+7.3%
4,7050.0%0.04%
-25.0%
Q3 2013$232,000
-10.1%
4,705
-17.5%
0.06%
-22.2%
Q2 2013$258,0005,7050.07%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders