Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 8.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$82,0000.0%653
-1.7%
0.03%0.0%
Q1 2019$82,000
+1.2%
664
-0.6%
0.03%
-9.1%
Q4 2018$81,000
+1.2%
668
-1.0%
0.03%
+13.8%
Q3 2018$80,000
-2.4%
675
-0.7%
0.03%0.0%
Q2 2018$82,000
-6.8%
680
-6.1%
0.03%
-21.6%
Q1 2018$88,000
-31.8%
724
-31.0%
0.04%
-24.5%
Q1 2017$129,000
-21.8%
1,050
-22.0%
0.05%
-30.0%
Q4 2016$165,000
-8.8%
1,347
-6.1%
0.07%
-6.7%
Q3 2016$181,000
-12.1%
1,435
-11.1%
0.08%
-30.6%
Q2 2016$206,000
-99.9%
1,615
-15.3%
0.11%
+6.9%
Q1 2016$214,799,000
+5210.2%
1,906
-94.2%
0.10%
-94.5%
Q4 2015$4,045,000
+2.2%
32,990
+3.9%
1.84%
-37.9%
Q3 2015$3,959,000
+0.7%
31,757
-0.7%
2.96%
+5.6%
Q2 2015$3,933,000
-99.9%
31,983
+1.3%
2.80%
+3.9%
Q1 2015$3,919,433,000
+48992812.5%
31,565
+48461.5%
2.70%
+44883.3%
Q4 2014$8,0000.0%650.0%0.01%0.0%
Q3 2014$8,000
-99.9%
650.0%0.01%0.0%
Q2 2014$7,917,000
-38.7%
65
-39.3%
0.01%
-45.5%
Q1 2014$12,916,0001070.01%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders