UBP Investment Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 351 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.

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 Q4 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 153,509$18,320,00021.53%
Verdad Advisers, LP 180,000$21,481,00020.25%
Northstar Advisory Group, LLC 184,730$22,046,00016.37%
Tanglewood Wealth Management, Inc. 838,898$100,114,00013.50%
Alhambra Investment Management LLC 148,119$17,677,00012.79%
SFMG, LLC 762,205$90,962,00010.55%
Gould Capital, LLC 100,913$12,043,0009.69%
SNS Financial Group, LLC 588,951$70,285,0009.16%
Hilton Capital Management, LLC 610,210$72,822,0008.94%
PROFFITT & GOODSON INC 355,138$42,382,0008.66%
View complete list of ISHARES TR shareholders