Beacon Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$31,0000.0%1,025
-5.5%
0.00%0.0%
Q2 2016$31,000
-32.6%
1,085
-31.5%
0.00%
-33.3%
Q1 2016$46,000
-14.8%
1,585
-15.5%
0.00%
-25.0%
Q4 2015$54,000
+1.9%
1,875
-0.4%
0.00%0.0%
Q3 2015$53,000
-13.1%
1,882
+0.4%
0.00%
-20.0%
Q2 2015$61,000
+7.0%
1,875
+11.3%
0.01%0.0%
Q1 2015$57,000
+16.3%
1,685
+15.4%
0.01%
-16.7%
Q4 2014$49,000
+145.0%
1,460
+160.7%
0.01%
+100.0%
Q3 2014$20,0005600.00%
Other shareholders
ISHARES TR shareholders Q1 2016
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