Concert Wealth Management Inc. - 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
Concert Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$722,000
-25.9%
24,435
-25.1%
0.16%
+38.1%
Q3 2016$974,000
-78.2%
32,614
-78.8%
0.12%
-80.3%
Q1 2016$4,470,000
+3.8%
153,752
+2.4%
0.60%
+4.0%
Q4 2015$4,307,000
+148.0%
150,217
+143.0%
0.58%
+144.7%
Q3 2015$1,737,000
-17.7%
61,819
-5.6%
0.24%
-13.6%
Q2 2015$2,111,00065,4690.27%
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