O'Brien Wealth Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 98 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
O'Brien Wealth Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$72,000
+9.1%
8470.0%0.05%
-4.1%
Q2 2018$66,000
+6.5%
8470.0%0.05%
+14.0%
Q1 2018$62,0008470.04%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 772,784$74,635,0009.09%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 381,610$36,856,0008.48%
Great Lakes Retirement, Inc. 256,191$24,751,0007.61%
Atlantic Union Bankshares Corp 494,006$47,711,0006.12%
Stonebridge Financial Planning Group, LLC 55,346$5,345,0004.83%
Global Wealth Management Investment Advisory, Inc. 97,834$9,449,0004.00%
Simplicity Solutions, LLC 1,302,972$125,841,0003.83%
Legacy Wealth Planning, LLC 31,027$2,997,0003.39%
Stokes Capital Advisors, LLC 57,511$5,554,0002.80%
AE Wealth Management LLC 1,334,692$128,905,0002.80%
View complete list of ISHARES TR shareholders