Shamrock Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Shamrock Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$53,0000.0%1,7300.0%0.04%
+10.8%
Q2 2019$53,0000.0%1,7300.0%0.04%
-11.9%
Q1 2019$53,000
+6.0%
1,7300.0%0.04%
-44.7%
Q4 2018$50,000
-10.7%
1,7300.0%0.08%
+117.1%
Q3 2018$56,000
+1.8%
1,7300.0%0.04%
+6.1%
Q2 2018$55,000
-6.8%
1,7300.0%0.03%
-5.7%
Q1 2018$59,000
-10.6%
1,730
-11.6%
0.04%
-10.3%
Q4 2017$66,0000.0%1,9560.0%0.04%
-7.1%
Q3 2017$66,000
+3.1%
1,9560.0%0.04%
+5.0%
Q2 2017$64,000
+3.2%
1,9560.0%0.04%
+2.6%
Q1 2017$62,000
-18.4%
1,956
-24.3%
0.04%
-15.2%
Q4 2016$76,000
-1.3%
2,5840.0%0.05%
+4.5%
Q3 2016$77,000
+54.0%
2,584
+49.4%
0.04%
+51.7%
Q2 2016$50,000
-52.8%
1,730
-52.7%
0.03%
-54.0%
Q1 2016$106,000
+12.8%
3,660
+11.9%
0.06%
+18.9%
Q4 2015$94,000
+276.0%
3,270
+267.8%
0.05%
+307.7%
Q3 2015$25,000
-95.7%
889
-95.1%
0.01%
-95.2%
Q2 2015$584,000
-64.9%
18,052
-63.5%
0.27%
-59.1%
Q1 2015$1,666,000
-3.9%
49,512
-3.8%
0.66%
-4.9%
Q4 2014$1,734,000
-34.7%
51,457
-30.6%
0.70%
-30.1%
Q3 2014$2,654,000
-6.1%
74,168
+4.7%
1.00%
+13.5%
Q2 2014$2,827,000
+2.2%
70,866
-1.0%
0.88%
-4.2%
Q1 2014$2,767,000
+1.5%
71,607
-0.4%
0.92%
-2.0%
Q4 2013$2,727,00071,8790.93%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
First National Bank of Hutchinson 847,196$19,147,0009.67%
Independence Wealth Advisors, Inc. 327,116$7,393,0008.89%
Camarda Financial Advisors, LLC 38,798$877,0004.43%
Round Table Services, LLC 466,457$10,542,0004.39%
MONETA GROUP INVESTMENT ADVISORS LLC 1,704,912$38,531,0004.01%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$20,295,0002.94%
Murphy, Middleton, Hinkle & Parker, Inc. 120,447$2,722,0002.40%
Wealth Advisors of Tampa Bay, LLC 94,088$2,126,0002.38%
ACCURATE INVESTMENT SOLUTIONS, INC. 125,502$2,836,0002.30%
AGILIS PARTNERS LLC 105,028$2,374,0002.26%
View complete list of ISHARES TR shareholders