Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 81 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2016$53,0000.0%5160.0%0.02%0.0%
Q4 2015$53,000
+6.0%
5160.0%0.02%0.0%
Q3 2015$50,000
-7.4%
5160.0%0.02%
-5.0%
Q2 2015$54,0000.0%5160.0%0.02%
-4.8%
Q1 2015$54,000
+1.9%
5160.0%0.02%0.0%
Q4 2014$53,000
+3.9%
5160.0%0.02%0.0%
Q3 2014$51,0000.0%5160.0%0.02%0.0%
Q2 2014$51,000
+4.1%
5160.0%0.02%
-8.7%
Q1 2014$49,000
-49.0%
516
-50.0%
0.02%
-11.5%
Q4 2013$96,000
+118.2%
1,032
+100.0%
0.03%
-3.7%
Q3 2013$44,000
+4.8%
5160.0%0.03%
-3.6%
Q2 2013$42,000
+2.4%
516
+0.4%
0.03%
-3.4%
Q1 2013$41,000
+10.8%
5140.0%0.03%0.0%
Q4 2012$37,0005140.03%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders