KMS FINANCIAL SERVICES, INC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 201 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.34 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 Q4 2013
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