WEATHERLY ASSET MANAGEMENT L. P. - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$264,000
-10.5%
9,074
-5.6%
0.06%
-5.1%
Q2 2019$295,000
-9.8%
9,614
-7.7%
0.06%
-11.9%
Q1 2019$327,000
-4.7%
10,414
-17.5%
0.07%
-17.3%
Q4 2018$343,000
-24.8%
12,624
-0.8%
0.08%
-13.8%
Q3 2018$456,000
-9.9%
12,724
-7.4%
0.09%
-20.3%
Q2 2018$506,000
+10.5%
13,734
-0.7%
0.12%
+8.3%
Q1 2018$458,000
-6.7%
13,824
-0.3%
0.11%
-8.4%
Q4 2017$491,000
+4.2%
13,869
-0.9%
0.12%
-4.8%
Q3 2017$471,000
+5.8%
13,989
-0.5%
0.12%0.0%
Q2 2017$445,000
-7.9%
14,064
-0.2%
0.12%
-12.6%
Q1 2017$483,000
-6.6%
14,094
-2.1%
0.14%
-13.3%
Q4 2016$517,000
-7.3%
14,394
-11.1%
0.16%
-10.8%
Q3 2016$558,000
+3.3%
16,194
-0.4%
0.18%
+3.9%
Q2 2016$540,000
+11.8%
16,254
+0.0%
0.18%
+6.6%
Q1 2016$483,000
+5.2%
16,253
-0.6%
0.17%
+3.1%
Q4 2015$459,000
-4.2%
16,343
-1.1%
0.16%
-16.5%
Q3 2015$479,000
-20.0%
16,5230.0%0.19%
-14.9%
Q2 2015$599,000
-7.0%
16,523
-3.8%
0.23%
-11.3%
Q1 2015$644,000
-6.4%
17,168
-4.3%
0.26%
-11.1%
Q4 2014$688,000
-16.0%
17,943
-1.9%
0.29%
-18.1%
Q3 2014$819,000
-55.7%
18,294
-50.5%
0.35%
-10.6%
Q2 2014$1,848,000
+123.7%
36,986
+98.4%
0.40%
+3.1%
Q1 2014$826,000
+2.1%
18,6430.0%0.38%
-0.8%
Q4 2013$809,000
+4.7%
18,643
-0.0%
0.39%
-1.8%
Q3 2013$773,000
+8.4%
18,6440.0%0.39%0.0%
Q2 2013$713,00018,6440.39%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 321,389$11,564,0006.53%
MinichMacGregor Wealth Management, LLC 393,986$14,175,0005.84%
ODonnell Financial Services, LLC 187,102$6,723,0005.51%
Sowa Financial Group, Inc. 182,369$6,562,0005.00%
Milestone Advisory Partners 116,046$4,228,0003.43%
MENLO ADVISORS LLC 143,525$5,164,0003.42%
Family Firm, Inc. 262,974$9,462,0002.79%
AVALON CAPITAL MANAGEMENT 184,788$6,649,0002.72%
Zeit Capital LLC 54,440$1,959,0001.88%
INTERACTIVE FINANCIAL ADVISORS, INC. 66,187$2,369,0001.19%
View complete list of ISHARES TR shareholders