Narwhal Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
Narwhal Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$204,000
-40.0%
9,015
-10.9%
0.04%
-29.0%
Q4 2019$340,000
+5.6%
10,115
-3.3%
0.06%
-4.6%
Q3 2019$322,000
-23.7%
10,465
-23.9%
0.06%
-25.3%
Q2 2019$422,000
+7.4%
13,745
+7.9%
0.09%
+1.2%
Q1 2019$393,000
+7.4%
12,741
+0.0%
0.09%
-5.5%
Q4 2018$366,000
-12.0%
12,739
+0.0%
0.09%
-1.1%
Q3 2018$416,000
+2.0%
12,7350.0%0.09%
-3.2%
Q2 2018$408,000
-2.9%
12,735
+0.0%
0.10%
-2.1%
Q1 2018$420,000
-2.3%
12,731
+0.0%
0.10%
-2.0%
Q4 2017$430,0000.0%12,730
+0.0%
0.10%
-7.5%
Q3 2017$430,000
+17.2%
12,727
+13.4%
0.11%
+12.6%
Q2 2017$367,000
+4.9%
11,227
+0.9%
0.10%
-2.1%
Q1 2017$350,000
+24.6%
11,124
+16.8%
0.10%
+14.1%
Q4 2016$281,000
+21.1%
9,522
+22.9%
0.08%
+16.4%
Q3 2016$232,000
+4.5%
7,7450.0%0.07%
+4.3%
Q2 2016$222,000
-72.1%
7,745
-72.6%
0.07%
-76.4%
Q3 2015$795,000
-13.9%
28,256
-1.0%
0.30%
-11.6%
Q2 2015$923,000
-4.0%
28,554
+0.0%
0.34%
-4.3%
Q1 2015$961,000
+0.1%
28,553
+0.2%
0.35%
-5.6%
Q4 2014$960,000
+49.1%
28,504
+58.5%
0.37%
+43.6%
Q3 2014$644,000
-10.2%
17,981
+0.0%
0.26%
-5.5%
Q2 2014$717,000
+18.7%
17,978
+15.1%
0.27%
+9.2%
Q1 2014$604,000
-60.9%
15,626
-61.7%
0.25%
-60.6%
Q4 2013$1,546,000
+17.4%
40,746
+12.2%
0.64%
+1.1%
Q3 2013$1,317,000
+18.9%
36,320
+4.3%
0.63%
+17.8%
Q2 2013$1,108,00034,8200.54%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders