LBA Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 296 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
LBA Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$169,000
+5.0%
8830.0%0.09%
+1.1%
Q4 2016$161,000
+4.5%
8830.0%0.09%
+1.1%
Q3 2016$154,000
+42.6%
883
+38.0%
0.09%
+42.6%
Q2 2016$108,000
+14.9%
640
+11.1%
0.06%
+13.0%
Q1 2016$94,000
+1.1%
5760.0%0.05%0.0%
Q4 2015$93,000
+93.8%
576
+88.9%
0.05%
+80.0%
Q3 2015$48,000
-7.7%
3050.0%0.03%
-9.1%
Q2 2015$52,0000.0%3050.0%0.03%0.0%
Q1 2015$52,000
+6.1%
3050.0%0.03%
+3.1%
Q4 2014$49,000
+6.5%
3050.0%0.03%0.0%
Q3 2014$46,0003050.03%
Other shareholders
ISHARES TR shareholders Q4 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