United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 259 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$759,000
+220.3%
22,606
+193.2%
0.15%
+182.7%
Q3 2019$237,0000.0%7,7100.0%0.05%
-3.7%
Q2 2019$237,000
-20.7%
7,710
-20.4%
0.05%
-22.9%
Q1 2019$299,000
+1.0%
9,685
-5.9%
0.07%
-13.6%
Q4 2018$296,000
-55.2%
10,295
-53.9%
0.08%
-62.3%
Q4 2016$660,000
+98.2%
22,331
+94.2%
0.22%
+44.3%
Q1 2016$333,000
+0.9%
11,5000.0%0.15%
+4.2%
Q4 2015$330,00011,5000.14%
Other shareholders
ISHARES TR shareholders Q2 2016
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