LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 153 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 11.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$76,000
-52.2%
4,9500.0%0.00%
-50.0%
Q4 2019$159,000
+1.3%
4,9500.0%0.00%0.0%
Q3 2019$157,000
-7.6%
4,9500.0%0.00%0.0%
Q2 2019$170,000
-4.5%
4,9500.0%0.00%
-33.3%
Q1 2019$178,000
+15.6%
4,9500.0%0.00%0.0%
Q4 2018$154,000
-26.0%
4,9500.0%0.00%0.0%
Q3 2018$208,0000.0%4,9500.0%0.00%
-25.0%
Q2 2018$208,000
+13.7%
4,9500.0%0.00%
+33.3%
Q1 2018$183,000
-6.6%
4,9500.0%0.00%
-25.0%
Q4 2017$196,000
+5.9%
4,9500.0%0.00%0.0%
Q3 2017$185,000
+2.8%
4,9500.0%0.00%0.0%
Q2 2017$180,000
-5.8%
4,9500.0%0.00%0.0%
Q1 2017$191,000
-7.3%
4,9500.0%0.00%
-20.0%
Q4 2016$206,000
+6.7%
4,9500.0%0.01%
+25.0%
Q3 2016$193,000
+1.6%
4,9500.0%0.00%0.0%
Q2 2016$190,000
+10.5%
4,9500.0%0.00%0.0%
Q1 2016$172,000
+2.4%
4,9500.0%0.00%0.0%
Q4 2015$168,000
-20.0%
4,9500.0%0.00%
-20.0%
Q3 2015$210,0000.0%4,9500.0%0.01%0.0%
Q2 2015$210,000
-2.8%
4,9500.0%0.01%0.0%
Q1 2015$216,000
-51.4%
4,950
-50.0%
0.01%
-16.7%
Q4 2014$444,000
+74.1%
9,900
+100.0%
0.01%
-14.3%
Q3 2014$255,000
-9.3%
4,9500.0%0.01%
-12.5%
Q2 2014$281,000
+11.5%
4,9500.0%0.01%
+14.3%
Q1 2014$252,000
-25.2%
4,950
-25.8%
0.01%
-22.2%
Q4 2013$337,000
+7.3%
6,6750.0%0.01%
-10.0%
Q3 2013$314,000
+5.7%
6,6750.0%0.01%
+11.1%
Q2 2013$297,0006,6750.01%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
AMG National Trust Bank 568,441$29,297,0003.04%
Madden Advisory Services, Inc. 101,962$5,255,0002.73%
STRINGER ASSET MANAGEMENT, LLC 15,957$822,0001.20%
Atria Investments, Inc 190,047$9,795,0001.00%
Stillwater Capital Advisors, LLC 42,362$2,183,0000.73%
Noven Financial Group, Inc. 19,436$1,002,0000.73%
ACG Wealth 47,473$2,447,0000.69%
Winslow, Evans & Crocker, Inc. 32,172$1,658,074,0000.48%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 457,882$23,599,0000.41%
Pinnacle Summer Investments, Inc. 68,468$3,529,0000.39%
View complete list of ISHARES TR shareholders