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 ↓
Cohen Klingenstein LLC 682,355$90,487,00017.05%
Bishop & Co Investment Management, LLC 44,391$5,887,0006.36%
Ken Stern & Associates, Inc. 62,066$8,231,0005.71%
Tactical Allocation Group LLC 28,043$3,719,0005.41%
JOYN Advisors, Inc. 88,696$11,762,0004.66%
LBJ Family Wealth Advisors, Ltd. 29,457$3,906,0004.51%
BARING ASSET MANAGEMENT Ltd 403,316$53,234,0004.44%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,700$1,908,0004.44%
CHOREO, LLC 158,668$21,041,0004.24%
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 150,000$19,892,0004.22%
View complete list of ISHARES TR shareholders