Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 151 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$8,0000.0%500.0%0.00%
Q3 2019$8,000
-75.8%
50
-77.3%
0.00%
-100.0%
Q2 2019$33,000
+371.4%
220
+340.0%
0.00%
Q1 2019$7,0000.0%500.0%0.00%
Q4 2018$7,000
+133.3%
50
+66.7%
0.00%
Q3 2018$3,000
-57.1%
30
-40.0%
0.00%
Q2 2018$7,000
+16.7%
500.0%0.00%
Q1 2018$6,000
-14.3%
500.0%0.00%
Q4 2017$7,0000.0%500.0%0.00%
Q2 2017$7,000
+16.7%
500.0%0.00%
Q1 2017$6,0000.0%500.0%0.00%
-100.0%
Q4 2016$6,0000.0%500.0%0.00%0.0%
Q3 2016$6,000
-45.5%
50
-37.5%
0.00%0.0%
Q2 2016$11,000
-45.0%
80
-49.7%
0.00%
-50.0%
Q1 2016$20,000
-25.9%
159
-35.9%
0.00%
-50.0%
Q4 2015$27,0000.0%2480.0%0.00%0.0%
Q3 2015$27,000
+28.6%
248
+25.3%
0.00%
+33.3%
Q2 2015$21,0001980.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Destination Wealth Management 299,602$42,004,0002.27%
LBMC INVESTMENT ADVISORS, LLC 65,297$9,155,0001.44%
First Citizens Financial Corp 6,330$887,0000.92%
BEAM WEALTH ADVISORS, INC. 6,154$873,0000.88%
Kalos Management, Inc. 12,954$1,816,0000.76%
HOLDERNESS INVESTMENTS CO 10,554$1,480,0000.66%
Carl P. Sherr & Co., LLC 4,718$661,0000.66%
MinichMacGregor Wealth Management, LLC 8,102$1,135,0000.63%
Family Firm, Inc. 11,147$1,563,0000.58%
Field & Main Bank 4,540$637,0000.54%
View complete list of ISHARES TR shareholders