Proficio Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
Proficio Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$31,0000.0%1,0000.0%0.01%0.0%
Q1 2019$31,000
+6.9%
1,0000.0%0.01%
-15.4%
Q4 2018$29,000
-12.1%
1,0000.0%0.01%
+18.2%
Q3 2018$33,000
+3.1%
1,0000.0%0.01%
-15.4%
Q2 2018$32,000
-3.0%
1,0000.0%0.01%
+30.0%
Q1 2018$33,000
-2.9%
1,0000.0%0.01%
-9.1%
Q4 2017$34,0000.0%1,0000.0%0.01%
-21.4%
Q3 2017$34,0000.0%1,0000.0%0.01%0.0%
Q2 2017$34,000
+3.0%
1,0000.0%0.01%0.0%
Q1 2017$33,000
+10.0%
1,0000.0%0.01%
+7.7%
Q4 2016$30,0000.0%1,0000.0%0.01%
-23.5%
Q3 2016$30,000
+3.4%
1,0000.0%0.02%
-5.6%
Q2 2016$29,0001,0000.02%
Other shareholders
ISHARES TR shareholders Q4 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