CONFLUENCE INVESTMENT MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 137 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$1,276,000
-52.5%
9,601
-53.5%
0.02%
-56.4%
Q2 2017$2,687,000
+16.9%
20,666
+15.4%
0.06%
+7.8%
Q1 2017$2,299,000
-42.5%
17,903
-41.2%
0.05%
-53.6%
Q2 2016$3,997,000
+4.6%
30,450
-1.5%
0.11%
-3.5%
Q1 2016$3,823,000
+99.3%
30,910
+73.9%
0.11%
+81.0%
Q4 2015$1,918,000
+240.7%
17,773
+251.7%
0.06%
+142.3%
Q2 2014$563,000
-69.0%
5,054
-71.0%
0.03%
-71.7%
Q1 2014$1,818,000
-6.6%
17,448
-14.1%
0.09%
-14.8%
Q4 2013$1,947,000
-10.7%
20,321
-12.5%
0.11%
-20.0%
Q3 2013$2,181,000
+6.6%
23,229
+7.4%
0.14%
-4.3%
Q2 2013$2,046,00021,6290.14%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders