WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 243 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$564,000
+24.2%
17,234
+19.3%
0.13%
+5.8%
Q1 2017$454,000
-8.7%
14,441
-14.0%
0.12%
-0.8%
Q4 2016$497,000
-1.0%
16,798
+0.3%
0.12%
-2.4%
Q3 2016$502,000
+4.4%
16,740
-0.4%
0.12%
-2.3%
Q2 2016$481,000
-25.3%
16,806
-24.4%
0.13%
-31.2%
Q1 2016$644,000
-3.4%
22,217
-4.4%
0.19%
-6.5%
Q4 2015$667,000
+7.2%
23,232
+5.1%
0.20%
+2.1%
Q3 2015$622,000
-22.1%
22,099
-10.5%
0.20%
-11.4%
Q2 2015$798,000
+28.1%
24,683
+33.4%
0.22%
+26.4%
Q1 2015$623,000
+57.3%
18,509
+57.5%
0.17%
+117.5%
Q4 2014$396,000
+14.5%
11,754
+21.7%
0.08%
+21.2%
Q3 2014$346,000
+86.0%
9,662
+106.9%
0.07%
+88.6%
Q2 2014$186,000
+204.9%
4,670
+195.2%
0.04%
+191.7%
Q1 2014$61,000
+238.9%
1,582
+228.2%
0.01%
+300.0%
Q4 2013$18,000
+5.9%
482
+1.7%
0.00%0.0%
Q3 2013$17,000
+13.3%
474
+2.6%
0.00%
+50.0%
Q2 2013$15,0004620.00%
Other shareholders
ISHARES TR shareholders Q3 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