WP Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 67 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$2,374,000
+2.4%
67,154
-2.2%
1.79%
+6.7%
Q2 2017$2,318,000
+49.7%
68,679
+86.8%
1.68%
+72.8%
Q1 2017$1,548,000
-3.8%
36,760
+3.9%
0.97%
-13.4%
Q4 2016$1,609,00035,3911.12%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 45,682$1,154,0000.56%
BOSTON RESEARCH & MANAGEMENT INC 30,590$772,0000.32%
Family Firm, Inc. 21,938$554,0000.20%
Blume Capital Management, Inc. 14,400$364,0000.19%
Private Wealth Advisors, Inc. 16,298$412,0000.15%
FRONT BARNETT ASSOCIATES LLC 37,744$953,0000.15%
Van Cleef Asset Management,Inc 15,810$399,0000.09%
Tower Research Capital LLC (TRC) 39,897$1,008,0000.06%
ALTFEST L J & CO INC 9,185$232,0000.06%
Laurel Wealth Advisors LLC 5,800$147,0000.05%
View complete list of ISHARES TR shareholders