Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$317,000
+5.0%
1,612
+15.0%
0.14%
+29.5%
Q3 2018$302,000
+5.6%
1,4020.0%0.10%
+1.0%
Q2 2018$286,000
+7.1%
1,4020.0%0.10%
+13.0%
Q1 2018$267,000
+1.9%
1,4020.0%0.09%
-6.1%
Q4 2017$262,000
+4.4%
1,4020.0%0.10%
-5.8%
Q3 2017$251,000
+12450.0%
1,402
+13920.0%
0.10%
+10300.0%
Q4 2016$2,000100.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Bronte Capital Management Pty Ltd. 703,900$206,278,00013.61%
VAUGHAN & Co SECURITIES, INC. 61,022$17,883,00012.13%
Stone Asset Management Inc. 59,249$17,363,00010.23%
BARINGS LLC 2,604,300$763,190,0009.84%
Cohen Klingenstein LLC 589,513$172,757,0006.83%
Powell Investment Advisors, LLC 41,007$12,017,0006.83%
ARMOR ADVISORS, L.L.C. 115,000$33,701,0006.62%
Hillcrest Wealth Advisors - NY, LLC 37,127$10,880,0005.85%
NSI Retail Advisors, LLC 115,993$33,992,0005.47%
MMA ASSET MANAGEMENT LLC 24,224$7,099,0005.02%
View complete list of ISHARES TR shareholders