Winch Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 122 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2015$1,003,000
-90.3%
6,405
-89.9%
0.58%
-89.7%
Q4 2014$10,385,000
+547.8%
63,299
+496.0%
5.66%
+450.1%
Q3 2014$1,603,000
-18.0%
10,621
-20.1%
1.03%
-10.4%
Q2 2014$1,955,000
+50.2%
13,301
+38.4%
1.15%
+39.0%
Q1 2014$1,302,0009,6120.82%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders