Veritable, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 217 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$294,000
-10.1%
8,2010.0%0.01%
-14.3%
Q2 2014$327,000
+5.5%
8,201
+2.4%
0.01%0.0%
Q1 2014$310,000
+2.0%
8,011
+0.1%
0.01%0.0%
Q4 2013$304,000
+7.8%
8,002
+3.0%
0.01%0.0%
Q3 2013$282,000
+18.0%
7,766
+3.5%
0.01%
+16.7%
Q2 2013$239,000
-6.6%
7,5000.0%0.01%0.0%
Q1 2013$256,000
-20.0%
7,500
-21.1%
0.01%
-33.3%
Q4 2012$320,0009,5000.01%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders