AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 362 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 6.12 and the average weighting 0.7%.

Quarter-by-quarter ownership
AFFINITY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$204,000
-21.5%
1,377
-26.6%
0.06%
-55.9%
Q1 2017$260,000
-97.5%
1,877
-97.4%
0.14%
-97.5%
Q4 2016$10,254,000
+2469.9%
73,235
+2190.7%
5.80%
+2139.4%
Q3 2016$399,000
-30.2%
3,197
-34.7%
0.26%
-33.6%
Q2 2016$572,000
-32.3%
4,898
-34.3%
0.39%
-24.9%
Q1 2016$845,000
-0.8%
7,460
-5.3%
0.52%
-7.5%
Q4 2015$852,000
-19.7%
7,876
-22.2%
0.56%
-47.2%
Q3 2015$1,061,000
-12.2%
10,125
-1.4%
1.06%
+35.6%
Q2 2015$1,208,000
+4.8%
10,266
+5.9%
0.78%
+15.6%
Q1 2015$1,153,000
-27.9%
9,697
-28.5%
0.68%
-47.0%
Q4 2014$1,599,000
-87.8%
13,558
-88.1%
1.28%
-89.8%
Q2 2014$13,124,000
+18.3%
113,696
+4.8%
12.54%
+160.2%
Q3 2013$11,092,000
+8.5%
108,508
-0.8%
4.82%
+1.9%
Q2 2013$10,223,000109,4124.73%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders