Watermark Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 138 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$3,353,000
-12.8%
26,942
+1.9%
1.56%
-2.2%
Q3 2018$3,846,000
+2.4%
26,430
-4.1%
1.59%
-0.3%
Q2 2018$3,756,000
+1.6%
27,549
-1.5%
1.59%
+3.8%
Q1 2018$3,697,000
-5.7%
27,980
-4.6%
1.54%
-6.0%
Q4 2017$3,919,000
+6.7%
29,330
+0.6%
1.63%
+2.4%
Q3 2017$3,673,000
-1.1%
29,142
-4.8%
1.59%
-4.6%
Q2 2017$3,713,000
-0.5%
30,604
-3.0%
1.67%
-4.9%
Q1 2017$3,731,00031,5471.76%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 36,576$4,262,2242.11%
Capital Investment Advisors, LLC 3,282$382,4600.01%
Anchor Investment Management, LLC 257$29,9480.00%
ST GERMAIN D J CO INC 364$42,4170.00%
COUNTRY TRUST BANK 54$6,2930.00%
View complete list of ISHARES TR shareholders