KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 92 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2014$342,000
+2.1%
4,997
-3.3%
0.05%
-5.3%
Q4 2013$335,000
+4.0%
5,165
+0.4%
0.06%
-26.9%
Q3 2013$322,000
+15.8%
5,143
+5.0%
0.08%0.0%
Q2 2013$278,0004,8980.08%
Other shareholders
ISHARES TR shareholders Q3 2013
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 199,908$4,805,7883.46%
MinichMacGregor Wealth Management, LLC 379,955$9,134,1183.02%
SPC Financial, Inc. 633,543$15,230,3741.71%
COTTONWOOD CAPITAL ADVISORS, LLC 71,703$1,723,7351.61%
Cadent Capital Advisors, LLC 151,757$3,648,2441.52%
Van Cleef Asset Management,Inc 185,741$4,465,2140.70%
Amica Retiree Medical Trust 14,930$3590.42%
Revisor Wealth Management LLC 20,667$496,8350.42%
Milestone Advisory Partners 18,677$448,9950.37%
AMICA MUTUAL INSURANCE CO 119,143$2,8640.34%
View complete list of ISHARES TR shareholders