Placemark Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 258 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.27 and the average weighting 0.6%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$1,732,000
+25.4%
51,474
+33.3%
0.03%
+19.2%
Q3 2014$1,381,000
+55.3%
38,620
+73.0%
0.03%
+62.5%
Q2 2014$889,000
+9.8%
22,327
+6.6%
0.02%
+6.7%
Q1 2014$810,000
+2.4%
20,944
+0.4%
0.02%
+15.4%
Q4 2013$791,000
+70.8%
20,852
+63.1%
0.01%
+44.4%
Q3 2013$463,000
+43.8%
12,786
+27.2%
0.01%
+28.6%
Q2 2013$322,00010,0500.01%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 3,368,424$103,478,00010.20%
Independence Wealth Advisors, Inc. 327,554$10,062,0009.92%
Round Table Services, LLC 924,058$28,387,0008.75%
Highwater Wealth Management, LLC 57,178$1,756,0003.98%
BIEGEL & WALLER LLC 233,087$7,160,0003.66%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$27,587,0003.37%
AGILIS PARTNERS LLC 126,385$3,883,0002.90%
ACCURATE INVESTMENT SOLUTIONS, INC. 123,070$3,781,0002.88%
Grove Bank & Trust 222,743$6,843,0002.50%
Murphy, Middleton, Hinkle & Parker, Inc. 112,451$3,455,0002.46%
View complete list of ISHARES TR shareholders