WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$4,214,000
+25.2%
143
+5.9%
0.00%
Q3 2020$3,365,000
+27.6%
135
+28.6%
0.00%
Q2 2020$2,637,000
+11.1%
1050.0%0.00%
Q1 2020$2,373,000
-44.8%
105
-18.0%
0.00%
Q4 2019$4,297,000
+9.2%
1280.0%0.00%
Q3 2019$3,934,000
+0.1%
1280.0%0.00%
Q2 2019$3,932,000
+8.0%
128
+8.5%
0.00%
Q1 2019$3,641,000
+9.3%
118
+1.7%
0.00%
Q4 2018$3,330,000
-12.0%
1160.0%0.00%
Q3 2018$3,785,000
+3.6%
116
+1.8%
0.00%
Q2 2018$3,653,000
+0.6%
114
+3.6%
0.00%
Q1 2018$3,631,000
-2.3%
1100.0%0.00%
Q4 2017$3,716,0001100.00%
Other shareholders
ISHARES TR shareholders Q1 2019
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