WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 114 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$5,040,000
+6.4%
100,467
+6.7%
0.18%
-6.8%
Q3 2019$4,738,000
+4.2%
94,126
+4.0%
0.19%
-5.0%
Q2 2019$4,548,000
+3.9%
90,502
+0.6%
0.20%
-18.6%
Q1 2019$4,376,000
-13.8%
89,980
-14.3%
0.25%
-23.1%
Q4 2018$5,077,000
+2.9%
104,966
+1.2%
0.32%
+8.1%
Q3 2018$4,936,000
-47.4%
103,726
-45.4%
0.30%
-48.7%
Q2 2018$9,391,000
+4.2%
189,866
+8.7%
0.58%
-4.3%
Q1 2018$9,012,000
+13.7%
174,652
+11.2%
0.60%
+7.7%
Q4 2017$7,926,000
+18.0%
157,011
+13.9%
0.56%
+1.1%
Q3 2017$6,716,000
+8.9%
137,864
+112.0%
0.56%
-2.6%
Q2 2017$6,168,000
+15.8%
65,028
+11.7%
0.57%
+0.9%
Q1 2017$5,325,000
+13.6%
58,200
+11.5%
0.57%
-0.5%
Q4 2016$4,688,000
+20.6%
52,207
+33.1%
0.57%
-1.7%
Q3 2016$3,886,000
-18.9%
39,222
-18.5%
0.58%
-33.2%
Q2 2016$4,793,000
+13.7%
48,138
+11.0%
0.87%
+1.5%
Q1 2016$4,215,000
+41.2%
43,370
+30.3%
0.85%
+13.0%
Q4 2015$2,985,000
+21.4%
33,287
+24.7%
0.76%
+0.9%
Q3 2015$2,459,000
+13.5%
26,700
+10.6%
0.75%
+12.0%
Q2 2015$2,167,000
+6.3%
24,136
+8.4%
0.67%
-14.7%
Q1 2015$2,039,000
+8.9%
22,273
+15.1%
0.78%
+6.2%
Q4 2014$1,873,00019,3530.74%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Sage Advisory Services, Ltd.Co. 1,158,247$56,673,0005.43%
Wilshire Advisors LLC 89,765$4,402,0004.13%
Checchi Capital Advisers, LLC 601,581$29,502,0003.45%
LEUTHOLD GROUP, LLC 473,428$23,217,0003.12%
Voya Financial Advisors, Inc. 830,068$40,657,0002.36%
SigFig Wealth Management, LLC 197,683$9,694,0001.72%
Family Firm, Inc. 95,956$4,706,0001.71%
FDx Advisors, Inc. 828,035$40,607,0001.65%
Compagnie Lombard Odier SCmA 644,732$31,618,0001.30%
Broadview Financial Management, LLC 31,032$1,522,0001.19%
View complete list of ISHARES TR shareholders