Plancorp, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
Plancorp, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$257,000
-31.6%
11,356
+1.4%
0.10%
-13.9%
Q4 2019$376,000
+4.2%
11,200
-4.6%
0.12%
-16.7%
Q3 2019$361,000
+5.9%
11,746
+5.7%
0.14%
+2.2%
Q2 2019$341,0000.0%11,112
+0.5%
0.14%
+4.7%
Q1 2019$341,000
+8.3%
11,059
+0.8%
0.13%
-9.8%
Q4 2018$315,000
-11.0%
10,968
+1.0%
0.14%
+2.9%
Q3 2018$354,000
+1.7%
10,8610.0%0.14%0.0%
Q2 2018$348,000
-2.2%
10,861
+0.7%
0.14%
+21.9%
Q1 2018$356,000
-3.0%
10,787
-0.5%
0.11%
-5.0%
Q4 2017$367,000
+0.8%
10,837
+0.4%
0.12%
+11.1%
Q3 2017$364,000
+3.4%
10,794
+0.3%
0.11%
+2.9%
Q2 2017$352,000
+4.5%
10,764
+0.6%
0.10%
+7.1%
Q1 2017$337,000
+7.7%
10,699
+1.2%
0.10%
+10.1%
Q4 2016$313,000
-0.9%
10,575
+0.2%
0.09%
-55.7%
Q3 2016$316,000
+39.2%
10,554
+79.9%
0.20%
+30.5%
Q1 2014$227,0005,8660.15%
Other shareholders
ISHARES TR shareholders Q2 2020
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