Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 297 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$219,000
+0.9%
2,052
+0.5%
0.09%
-12.1%
Q3 2019$217,0000.0%2,041
+0.4%
0.11%
-5.3%
Q2 2019$217,000
+0.9%
2,033
+0.4%
0.11%
-14.4%
Q1 2019$215,000
+0.9%
2,025
+0.2%
0.13%
-21.4%
Q4 2018$213,0002,0200.17%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 37,525$3,965,0002.64%
Wunderlich Capital Managemnt 17,377$1,836,0001.78%
Pinnacle Wealth Management Advisory Group, LLC 18,005$1,903,0001.76%
One Capital Management, LLC 54,721$5,782,0001.66%
Destination Wealth Management 172,317$18,209,0001.20%
Cypress Capital Group 40,180$4,246,0000.98%
LaFleur & Godfrey LLC 33,155$3,503,0000.97%
Advisors Preferred, LLC 15,520$1,640,0000.92%
BOYS ARNOLD & CO INC 35,013$3,700,0000.72%
CAPE ANN SAVINGS BANK 3,959$418,0000.59%
View complete list of ISHARES TR shareholders