Polaris Wealth Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 276 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.23 and the average weighting 0.6%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2014$8,0000.0%500.0%0.00%0.0%
Q4 2013$8,000
-99.9%
500.0%0.00%0.0%
Q3 2013$6,956,000
+8.0%
500.0%0.00%
-33.3%
Q2 2013$6,442,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders