Nelson Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 122 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
Nelson Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$25,000
-7.4%
2000.0%0.01%
-25.0%
Q4 2017$27,0000.0%2000.0%0.01%
-11.1%
Q3 2017$27,000
+3.8%
2000.0%0.01%0.0%
Q2 2017$26,0000.0%2000.0%0.01%0.0%
Q1 2017$26,000
+8.3%
2000.0%0.01%
+12.5%
Q4 2016$24,000
-4.0%
2000.0%0.01%
-11.1%
Q3 2016$25,000
-3.8%
2000.0%0.01%
-10.0%
Q2 2016$26,000
+4.0%
2000.0%0.01%
+11.1%
Q1 2016$25,000
+13.6%
2000.0%0.01%
+12.5%
Q4 2015$22,0000.0%2000.0%0.01%0.0%
Q3 2015$22,000
+4.8%
2000.0%0.01%0.0%
Q2 2015$21,000
-4.5%
2000.0%0.01%0.0%
Q1 2015$22,000
-8.3%
2000.0%0.01%
-11.1%
Q4 2014$24,000
+14.3%
2000.0%0.01%
+12.5%
Q3 2014$21,000
-4.5%
2000.0%0.01%
-11.1%
Q2 2014$22,0002000.01%
Other shareholders
ISHARES TR shareholders Q2 2014
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