UBP Investment Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.

Quarter-by-quarter ownership
UBP Investment Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$653,0000.0%5,4800.0%0.62%
-19.0%
Q2 2018$653,000
-1.2%
5,4800.0%0.77%
+8.0%
Q1 2018$661,000
-1.2%
5,4800.0%0.71%
-9.7%
Q4 2017$669,0005,4800.79%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders