DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 112 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,961,000
-5.4%
24,166
-0.3%
0.09%
-7.1%
Q2 2022$2,074,000
-6.1%
24,231
-0.2%
0.10%
+2.1%
Q1 2022$2,209,000
+2.3%
24,276
-0.6%
0.10%
-7.7%
Q4 2021$2,160,000
+10.9%
24,421
-1.0%
0.10%
-3.7%
Q3 2021$1,947,000
+0.4%
24,669
-0.2%
0.11%
-2.7%
Q2 2021$1,940,000
-2.0%
24,714
-0.6%
0.11%
-17.8%
Q1 2021$1,979,000
-0.7%
24,874
-3.1%
0.14%
-4.9%
Q4 2020$1,992,000
+3.1%
25,674
+94.0%
0.14%
-8.4%
Q3 2020$1,933,000
-1.6%
13,237
-5.5%
0.16%
-6.1%
Q2 2020$1,965,000
-1.1%
14,014
-2.6%
0.16%
-13.6%
Q1 2020$1,987,000
-14.4%
14,389
+0.4%
0.19%
+7.3%
Q4 2019$2,322,000
-2.6%
14,329
-2.2%
0.18%
-9.6%
Q3 2019$2,385,000
+6.5%
14,644
-1.4%
0.20%
+6.5%
Q2 2019$2,239,000
+1.7%
14,849
-0.6%
0.18%
-12.3%
Q1 2019$2,201,000
+0.8%
14,939
-3.7%
0.21%
-6.6%
Q4 2018$2,184,000
+4.7%
15,518
-0.2%
0.23%
+24.2%
Q3 2018$2,085,000
-0.1%
15,548
-1.7%
0.18%
-6.2%
Q2 2018$2,088,000
-1.0%
15,824
-4.4%
0.19%
-2.0%
Q1 2018$2,110,000
+0.7%
16,552
+5.0%
0.20%
+4.8%
Q4 2017$2,095,000
-0.5%
15,769
-0.5%
0.19%
-11.7%
Q3 2017$2,106,000
+0.5%
15,844
-1.7%
0.21%
-3.2%
Q2 2017$2,096,000
-0.8%
16,123
-2.0%
0.22%
-1.8%
Q1 2017$2,113,000
+3.1%
16,451
-2.2%
0.22%
-1.7%
Q4 2016$2,049,000
-3.0%
16,816
-2.4%
0.23%
-7.3%
Q3 2016$2,112,000
-7.5%
17,231
-0.9%
0.25%
-9.9%
Q2 2016$2,283,000
+2.6%
17,391
-3.4%
0.27%
-0.4%
Q1 2016$2,226,000
+11.2%
18,001
-2.9%
0.28%
+9.1%
Q4 2015$2,001,000
-2.5%
18,541
-2.5%
0.25%
-9.7%
Q3 2015$2,052,000
-2.8%
19,023
-6.6%
0.28%
+4.9%
Q2 2015$2,111,000
-8.3%
20,366
-1.2%
0.27%
-7.6%
Q1 2015$2,303,000
-8.8%
20,603
-3.5%
0.29%
-8.3%
Q4 2014$2,526,000
+11.6%
21,357
-0.7%
0.31%
+5.4%
Q3 2014$2,264,000
-7.2%
21,507
-1.8%
0.30%
-5.4%
Q2 2014$2,440,000
-1.5%
21,907
-7.8%
0.32%
-3.4%
Q1 2014$2,477,000
+6.8%
23,771
-1.8%
0.33%0.0%
Q4 2013$2,320,000
+0.5%
24,214
-1.5%
0.33%
-9.9%
Q3 2013$2,308,000
-2.9%
24,579
-2.2%
0.36%
-8.6%
Q2 2013$2,376,00025,1220.40%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders