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 44,405$264,0000.13%
FRONT BARNETT ASSOCIATES LLC 92,628$550,0000.10%
Addison Capital Co 21,548$128,0000.09%
Family Firm, Inc. 20,498$122,0000.05%
Global Retirement Partners, LLC 13,353$79,0000.02%
Cannell & Spears LLC 15,300$91,0000.01%
Equitable Holdings, Inc. 13,480$80,0000.00%
CITIZENS FINANCIAL GROUP INC/RI 1,521$9,0000.00%
QUADRANT CAPITAL GROUP LLC 773$5,0000.00%
Tarbox Family Office, Inc. 300$2,0000.00%
View complete list of ISHARES TR shareholders