WEATHERLY ASSET MANAGEMENT L. P. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 470 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$201,000
-6.1%
1,202
-33.3%
0.04%
-52.3%
Q1 2015$214,000
+0.5%
1,8020.0%0.09%
-3.4%
Q4 2014$213,000
-48.8%
1,802
-50.0%
0.09%0.0%
Q2 2014$416,000
+97.2%
3,604
+93.6%
0.09%
-9.2%
Q1 2014$211,000
+1.9%
1,8620.0%0.10%
-1.0%
Q4 2013$207,0001,8620.10%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders