KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.25 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 Q4 2013
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 47,767$841,0000.35%
FRONT BARNETT ASSOCIATES LLC 52,819$930,0000.15%
Family Firm, Inc. 20,846$367,0000.13%
CONDOR CAPITAL MANAGEMENT 33,164$584,0000.09%
Cannell & Spears LLC 15,300$269,0000.03%
Global Retirement Partners, LLC 10,228$180,0000.03%
Tower Research Capital LLC (TRC) 23,883$420,0000.03%
Next Capital Management LLC 1,840$32,0000.02%
Steward Partners Investment Advisory, LLC 29,063$511,0000.02%
Crestwood Advisors Group, LLC 14,855$262,0000.01%
View complete list of ISHARES TR shareholders