First Allied Advisory Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 201 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.34 and the average weighting 0.5%.

Quarter-by-quarter ownership
First Allied Advisory Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$362,000
-35.8%
14,404
-42.3%
0.01%
-45.8%
Q1 2020$564,000
-29.7%
24,966
+4.7%
0.02%
-11.1%
Q4 2019$802,000
+14.9%
23,843
+5.4%
0.03%
+8.0%
Q3 2019$698,0000.0%22,622
-0.5%
0.02%
+4.2%
Q2 2019$698,000
+61.9%
22,727
+63.0%
0.02%
+60.0%
Q1 2019$431,000
+13.4%
13,939
+4.5%
0.02%0.0%
Q4 2018$380,000
-10.4%
13,342
+2.4%
0.02%0.0%
Q3 2018$424,000
+0.7%
13,024
-0.1%
0.02%
-6.2%
Q2 2018$421,000
-0.7%
13,033
+1.4%
0.02%0.0%
Q1 2018$424,000
-6.6%
12,851
-4.7%
0.02%
-11.1%
Q4 2017$454,000
-7.9%
13,484
-7.9%
0.02%
-14.3%
Q3 2017$493,000
+3.4%
14,646
-0.0%
0.02%0.0%
Q2 2017$477,000
-9.7%
14,650
-12.7%
0.02%
-22.2%
Q1 2017$528,000
-4.2%
16,778
-9.9%
0.03%
-3.6%
Q4 2016$551,000
-8.6%
18,625
-7.4%
0.03%
-12.5%
Q3 2016$603,000
+1.2%
20,108
-3.6%
0.03%
-3.0%
Q2 2016$596,000
+4.0%
20,857
+5.3%
0.03%
+3.1%
Q1 2016$573,000
-31.9%
19,799
-32.8%
0.03%
-27.3%
Q4 2015$841,000
-90.5%
29,463
-90.6%
0.04%
-91.0%
Q3 2015$8,885,000
-23.0%
314,220
-11.8%
0.49%
-5.4%
Q2 2015$11,535,000
+721.6%
356,194
+755.5%
0.52%
+455.9%
Q1 2015$1,404,000
+37.4%
41,638
+37.2%
0.09%
+25.7%
Q4 2014$1,022,000
+0.9%
30,347
+7.3%
0.07%
-7.5%
Q3 2014$1,013,000
-16.7%
28,284
-7.2%
0.08%
-10.1%
Q2 2014$1,216,000
+9.3%
30,491
+5.9%
0.09%
+6.0%
Q1 2014$1,113,000
+8.3%
28,781
+6.5%
0.08%
+2.4%
Q4 2013$1,028,000
-1.0%
27,029
-5.5%
0.08%
+36.7%
Q3 2013$1,038,000
+90.5%
28,595
+67.8%
0.06%
+39.5%
Q2 2013$545,00017,0440.04%
Other shareholders
ISHARES TR shareholders Q4 2013
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