WP Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 87 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.44 and the average weighting 0.1%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$2,409,000
+5.6%
41,012
-1.6%
1.82%
+10.0%
Q2 2017$2,281,000
+68.7%
41,696
+88.5%
1.65%
+94.7%
Q1 2017$1,352,000
-4.7%
22,116
+2.1%
0.85%
-14.2%
Q4 2016$1,418,00021,6660.99%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
STRATEGIC WEALTH MANAGEMENT INC 24,500$1,750,0001.70%
Consolidated Investment Group LLC 36,039$2,574,0001.28%
MARTIN & CO INC /TN/ 52,055$3,718,0001.18%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 56,190$4,014,0000.71%
MILLIE CAPITAL MANAGEMENT, LLC 9,392$671,0000.69%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 176,239$12,589,0000.51%
Karp Capital Management Corp 9,360$669,0000.49%
Focused Wealth Management, Inc 7,859$561,0000.40%
Alerus Investment Advisors Corp 29,564$2,112,0000.36%
CUE ADVISORY SERVICES, INC. 4,071$291,0000.31%
View complete list of ISHARES TR shareholders