Frontier Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 121 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$205,000
-37.9%
1,540
-39.4%
0.03%
-41.2%
Q2 2017$330,000
+1.2%
2,5400.0%0.05%
+2.0%
Q1 2017$326,000
+5.5%
2,5400.0%0.05%
-2.0%
Q4 2016$309,000
-0.6%
2,540
+0.1%
0.05%
+8.5%
Q3 2016$311,000
-7.4%
2,537
-0.9%
0.05%
-13.0%
Q2 2016$336,000
+6.0%
2,5600.0%0.05%
+100.0%
Q1 2016$317,000
+14.9%
2,5600.0%0.03%
-38.6%
Q4 2015$276,0000.0%2,5600.0%0.04%0.0%
Q3 2015$276,000
+6.6%
2,560
+2.4%
0.04%
+10.0%
Q2 2015$259,000
-7.2%
2,5000.0%0.04%
-11.1%
Q1 2015$279,000
-5.7%
2,5000.0%0.04%
-19.6%
Q4 2014$296,0002,5000.06%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
Destination Wealth Management 624,565$51,058,1631.90%
BOS Asset Management, LLC 25,808$2,109,8041.64%
First Citizens Financial Corp 22,212$1,815,8321.23%
San Luis Wealth Advisors LLC 41,232$3,3711.19%
LBMC INVESTMENT ADVISORS, LLC 123,300$10,079,7520.99%
Essex LLC 58,552$4,786,6260.67%
TAP Consulting, LLC 33,198$2,713,9340.67%
COUNTRY CLUB BANK 80,834$6,531,3870.52%
HOLDERNESS INVESTMENTS CO 17,000$1,389,7870.51%
Family Firm, Inc. 23,002$1,880,4190.50%
View complete list of ISHARES TR shareholders