Calamos Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.

Quarter-by-quarter ownership
Calamos Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$230,000
+11.1%
9,1470.0%0.03%
-9.4%
Q1 2020$207,000
-32.6%
9,1470.0%0.03%
-11.1%
Q4 2019$307,000
+9.3%
9,1470.0%0.04%
-5.3%
Q3 2019$281,0000.0%9,1470.0%0.04%0.0%
Q2 2019$281,000
-0.4%
9,1470.0%0.04%
-5.0%
Q1 2019$282,000
+7.2%
9,1470.0%0.04%0.0%
Q4 2018$263,000
-11.7%
9,1470.0%0.04%
+8.1%
Q3 2018$298,000
+1.7%
9,1470.0%0.04%0.0%
Q2 2018$293,000
-43.8%
9,147
-42.0%
0.04%
-43.1%
Q1 2018$521,000
-4.1%
15,773
-1.9%
0.06%
-7.1%
Q4 2017$543,0000.0%16,0730.0%0.07%
-6.7%
Q3 2017$543,000
+3.2%
16,0730.0%0.08%
+1.4%
Q2 2017$526,000
-21.6%
16,073
-24.7%
0.07%
-26.0%
Q1 2017$671,000
+6.0%
21,337
-0.4%
0.10%
-2.0%
Q4 2016$633,000
+14.3%
21,419
+15.8%
0.10%
+7.4%
Q3 2016$554,000
+4.7%
18,4920.0%0.10%
+2.2%
Q2 2016$529,000
-23.3%
18,492
-22.3%
0.09%
-30.1%
Q1 2016$690,000
+82.1%
23,792
+80.1%
0.13%
+77.3%
Q4 2015$379,000
-52.9%
13,207
-53.8%
0.08%
-61.1%
Q3 2015$805,000
-1.2%
28,604
+13.5%
0.19%0.0%
Q2 2015$815,00025,1970.19%
Other shareholders
ISHARES TR shareholders Q2 2015
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