MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 40 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$503,000
+1.2%
13,073
-0.0%
0.05%
-3.6%
Q2 2019$497,000
-2.7%
13,074
-0.6%
0.06%
-5.1%
Q1 2019$511,000
+7.6%
13,155
-4.4%
0.06%
-4.8%
Q4 2018$475,000
-6.7%
13,764
+0.0%
0.06%
-7.5%
Q3 2018$509,000
-2.7%
13,7610.0%0.07%
-13.0%
Q2 2018$523,000
-4.4%
13,761
-2.0%
0.08%
-12.5%
Q1 2018$547,000
-2.1%
14,041
-0.8%
0.09%
-8.3%
Q4 2017$559,000
+3.7%
14,1500.0%0.10%
-3.0%
Q3 2017$539,000
+2.9%
14,1500.0%0.10%
-1.0%
Q2 2017$524,000
+4.2%
14,1500.0%0.10%
+2.0%
Q1 2017$503,000
+24.2%
14,150
+17.4%
0.10%
+21.0%
Q4 2016$405,000
-11.4%
12,0500.0%0.08%
-26.4%
Q3 2016$457,000
-26.6%
12,050
-28.9%
0.11%
-33.7%
Q2 2016$623,000
-12.3%
16,950
-12.7%
0.17%
-13.1%
Q1 2016$710,000
-5.0%
19,420
-8.7%
0.19%
-9.0%
Q4 2015$747,000
-0.9%
21,270
-1.7%
0.21%
-7.9%
Q3 2015$754,000
-13.3%
21,630
-5.2%
0.23%
-23.5%
Q2 2015$870,00022,8100.30%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Lester Murray Antman dba SimplyRich 21,514$761,0000.27%
CPWM, LLC 75,126$2,659,0000.19%
Schoolcraft Capital LLC 15,249$539,7090.17%
CARDIFF PARK ADVISORS, LLC 22,793$807,0000.11%
SOA Wealth Advisors, LLC. 9,243$327,0000.08%
Equitable Holdings, Inc. 125,310$4,435,0000.07%
Freedom Investment Management, Inc. 17,289$612,0000.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24,095$853,0000.04%
Sterling Investment Advisors, Ltd. 2,409$85,0000.02%
Rathbones Group PLC 60,183$2,130,0000.02%
View complete list of ISHARES TR shareholders