SMITH, MOORE & CO. - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 138 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.07 and the average weighting 0.5%.

Quarter-by-quarter ownership
SMITH, MOORE & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$408,000
-7.3%
12,280
-5.8%
0.09%
-12.4%
Q1 2019$440,000
+6.8%
13,040
-13.8%
0.10%
-6.2%
Q4 2018$412,000
-39.9%
15,126
-20.9%
0.11%
-28.2%
Q3 2018$686,000
-4.7%
19,134
-2.0%
0.16%
-13.8%
Q2 2018$720,000
+9.9%
19,524
-1.4%
0.18%
+2.8%
Q1 2018$655,000
-8.5%
19,794
-2.1%
0.18%
-8.8%
Q4 2017$716,000
-4.3%
20,214
-9.0%
0.19%
-9.4%
Q3 2017$748,000
+3.7%
22,210
-2.5%
0.21%
-12.0%
Q2 2017$721,000
-8.7%
22,785
-1.2%
0.24%
-14.5%
Q1 2017$790,000
-9.5%
23,055
-5.0%
0.28%
-15.0%
Q4 2016$873,000
+7.5%
24,273
+3.0%
0.33%
+2.1%
Q3 2016$812,000
-3.8%
23,573
-7.3%
0.33%
-6.9%
Q2 2016$844,000
+11.1%
25,418
-0.6%
0.35%
+6.7%
Q1 2016$760,000
-22.1%
25,579
-26.2%
0.33%
-32.4%
Q4 2015$975,000
-14.1%
34,649
-11.4%
0.48%
-23.0%
Q3 2015$1,135,000
-23.8%
39,101
-4.8%
0.63%
-16.8%
Q2 2015$1,490,000
-1.3%
41,078
+2.1%
0.76%
-5.1%
Q1 2015$1,510,000
+4.6%
40,231
+6.9%
0.80%
+3.8%
Q4 2014$1,443,000
-17.5%
37,648
-3.7%
0.77%
-21.2%
Q3 2014$1,750,000
-21.4%
39,105
-12.3%
0.98%
-27.7%
Q2 2014$2,227,000
+15.9%
44,585
+2.8%
1.35%
+17.2%
Q1 2014$1,922,000
+9.8%
43,375
+7.5%
1.15%
+5.0%
Q4 2013$1,750,00040,3311.10%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 484,718$18,986,4116.28%
Sowa Financial Group, Inc. 169,298$6,6314.75%
Milestone Advisory Partners 98,503$3,858,3633.56%
Family Firm, Inc. 255,072$9,991,1592.77%
THEORY FINANCIAL LLC 86,063$3,371,0882.02%
Midwest Professional Planners, LTD. 95,692$3,748,2661.83%
Cadent Capital Advisors, LLC 101,446$3,973,6551.82%
Zeit Capital LLC 42,210$1,653,3781.53%
Capital CS Group, LLC 40,257$1,576,8701.49%
Windward Private Wealth Management Inc. 66,687$2,612,1301.12%
View complete list of ISHARES TR shareholders