Tortoise Investment Management, LLC - 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
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$18,0000.0%5920.0%0.01%0.0%
Q1 2019$18,000
+63.6%
592
+69.1%
0.01%
+25.0%
Q1 2017$11,000
+10.0%
3500.0%0.00%
+33.3%
Q4 2016$10,0000.0%3500.0%0.00%0.0%
Q3 2016$10,000
-69.7%
350
-69.6%
0.00%
-72.7%
Q2 2016$33,000
-28.3%
1,150
-28.1%
0.01%
-35.3%
Q1 2016$46,0000.0%1,6000.0%0.02%
+6.2%
Q4 2015$46,000
-33.3%
1,600
-35.2%
0.02%
-38.5%
Q3 2015$69,000
-19.8%
2,468
-7.5%
0.03%
-18.8%
Q2 2015$86,000
-8.5%
2,668
-4.5%
0.03%
-11.1%
Q1 2015$94,000
-9.6%
2,793
-9.7%
0.04%
-14.3%
Q4 2014$104,000
-46.9%
3,093
-43.6%
0.04%
-48.8%
Q3 2014$196,000
-24.9%
5,488
-16.1%
0.08%
-24.8%
Q2 2014$261,000
+29.2%
6,538
+24.8%
0.11%
+17.2%
Q1 2014$202,000
-51.2%
5,238
-51.9%
0.09%
-18.4%
Q4 2013$414,000
+90.8%
10,890
+81.7%
0.11%
-13.0%
Q3 2013$217,000
+6.4%
5,995
-6.5%
0.13%
-3.0%
Q2 2013$204,0006,4150.14%
Other shareholders
ISHARES TR shareholders Q3 2013
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