SVA Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 272 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$322,0000.0%9,5490.0%0.04%0.0%
Q3 2017$322,000
-7.5%
9,549
-10.3%
0.04%
-11.1%
Q2 2017$348,000
-24.2%
10,649
-27.1%
0.04%
-27.4%
Q1 2017$459,000
-23.4%
14,599
-28.0%
0.06%
-30.3%
Q4 2016$599,000
-0.5%
20,266
+1.0%
0.09%
-5.3%
Q3 2016$602,000
+3.3%
20,075
-1.4%
0.09%0.0%
Q2 2016$583,000
-27.7%
20,352
-26.8%
0.09%
-29.3%
Q1 2016$806,000
-76.8%
27,816
-77.0%
0.13%
-77.9%
Q4 2015$3,478,000
-40.9%
121,158
-42.1%
0.60%
-45.1%
Q3 2015$5,882,000
-20.0%
209,106
-8.1%
1.10%
-18.9%
Q2 2015$7,354,000
+2.2%
227,470
+6.4%
1.35%
+3.1%
Q1 2015$7,193,000
+1.9%
213,835
+2.1%
1.31%
-48.8%
Q4 2014$7,059,000
+17.9%
209,531
+25.3%
2.56%
+0.4%
Q3 2014$5,987,000
+2.0%
167,280
+13.7%
2.55%
+1.7%
Q2 2014$5,870,000
+40.7%
147,152
+36.3%
2.51%
+27.4%
Q1 2014$4,172,000
+59.3%
107,959
+56.4%
1.97%
+26.1%
Q4 2013$2,619,00069,0331.56%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders