KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 177 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
KMS FINANCIAL SERVICES, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2014$232,000
-7.9%
6,484
+2.7%
0.03%
-8.3%
Q2 2014$252,000
+14.0%
6,313
+10.5%
0.04%
+2.9%
Q1 2014$221,000
+1.4%
5,713
-0.4%
0.04%
-5.4%
Q4 2013$218,000
+6.9%
5,735
+1.8%
0.04%
-26.0%
Q3 2013$204,0005,6350.05%
Other shareholders
ISHARES TR shareholders Q3 2013
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