WILLIAMS JONES & ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 175 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
WILLIAMS JONES & ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$293,000
-4.9%
6,500
-5.8%
0.01%
-14.3%
Q2 2018$308,000
-4.3%
6,9000.0%0.01%0.0%
Q1 2018$322,000
-1.2%
6,9000.0%0.01%0.0%
Q4 2017$326,000
+0.9%
6,9000.0%0.01%
-12.5%
Q3 2017$323,000
+5.6%
6,9000.0%0.01%0.0%
Q2 2017$306,000
+5.9%
6,9000.0%0.01%0.0%
Q1 2017$289,000
-8.0%
6,900
-14.8%
0.01%
-11.1%
Q4 2016$314,000
-16.9%
8,100
-15.6%
0.01%
-18.2%
Q3 2016$378,000
+4.1%
9,6000.0%0.01%0.0%
Q2 2016$363,000
+50.0%
9,600
+54.8%
0.01%0.0%
Q1 2016$242,0006,2000.01%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders