BKS ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
BKS ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$3,969,000
+2.7%
41,794
+0.5%
1.83%
-8.0%
Q2 2016$3,864,000
+4.2%
41,597
+0.9%
1.99%
+2.8%
Q1 2016$3,709,000
+1.1%
41,243
-0.4%
1.93%
+2.5%
Q4 2015$3,667,000
+4.5%
41,424
-0.8%
1.89%
-3.3%
Q3 2015$3,509,000
-10.5%
41,761
-1.8%
1.95%
+4.1%
Q2 2015$3,922,000
-0.4%
42,532
-0.1%
1.87%
+0.1%
Q1 2015$3,939,00042,5551.87%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders