LGL PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
LGL PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$271,000
-39.8%
8,453
-38.0%
0.13%
-40.5%
Q1 2018$450,000
-9.1%
13,636
-6.9%
0.22%
-2.7%
Q4 2017$495,000
+58.1%
14,648
+58.2%
0.22%
+10.0%
Q3 2017$313,000
-38.9%
9,259
-40.8%
0.20%
-26.6%
Q2 2017$512,000
-1.9%
15,643
-5.8%
0.27%
+4.2%
Q1 2017$522,000
+5.5%
16,607
-0.8%
0.26%
-3.3%
Q4 2016$495,000
-10.3%
16,745
-9.3%
0.27%
-5.6%
Q3 2016$552,000
+5.3%
18,462
-1.5%
0.29%
+1.1%
Q2 2016$524,000
-10.0%
18,743
-6.7%
0.28%
-4.7%
Q1 2016$582,000
-23.7%
20,087
-24.4%
0.30%
-28.0%
Q4 2015$763,00026,5670.42%
Other shareholders
ISHARES TR shareholders Q2 2018
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