Ken Stern & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$271,000
+1.9%
8,3060.0%0.12%
-4.1%
Q2 2018$266,000
+4.3%
8,306
+7.6%
0.12%
+9.8%
Q1 2018$255,000
+2.0%
7,722
+4.5%
0.11%
+2.8%
Q4 2017$250,0000.0%7,386
-0.1%
0.11%
-0.9%
Q3 2017$250,000
+8.7%
7,390
+3.7%
0.11%
+4.8%
Q2 2017$230,0007,1230.10%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders