WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

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 Q3 2019
NameSharesValueWeighting ↓
First National Bank of Hutchinson 847,196$19,147,0009.67%
Independence Wealth Advisors, Inc. 327,116$7,393,0008.89%
Camarda Financial Advisors, LLC 38,798$877,0004.43%
Round Table Services, LLC 466,457$10,542,0004.39%
MONETA GROUP INVESTMENT ADVISORS LLC 1,704,912$38,531,0004.01%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$20,295,0002.94%
Murphy, Middleton, Hinkle & Parker, Inc. 120,447$2,722,0002.40%
Wealth Advisors of Tampa Bay, LLC 94,088$2,126,0002.38%
ACCURATE INVESTMENT SOLUTIONS, INC. 125,502$2,836,0002.30%
AGILIS PARTNERS LLC 105,028$2,374,0002.26%
View complete list of ISHARES TR shareholders