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 ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders