Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDK and the CUSIP is 46434VAU4. A total of 107 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$224,0000.0%9,0000.0%0.04%
-2.2%
Q2 2019$224,0000.0%9,0000.0%0.04%
-2.2%
Q1 2019$224,000
+0.4%
9,0000.0%0.05%
-11.5%
Q4 2018$223,0000.0%9,0000.0%0.05%
+13.0%
Q2 2018$223,0000.0%9,0000.0%0.05%
-4.2%
Q1 2018$223,000
-0.4%
9,0000.0%0.05%
+2.1%
Q4 2017$224,000
-0.4%
9,0000.0%0.05%
-6.0%
Q3 2017$225,0000.0%9,0000.0%0.05%
-2.0%
Q2 2017$225,0000.0%9,0000.0%0.05%
-5.6%
Q1 2017$225,000
+0.4%
9,0000.0%0.05%
-10.0%
Q4 2016$224,000
-0.9%
9,0000.0%0.06%
-1.6%
Q3 2016$226,000
-0.9%
9,0000.0%0.06%
-3.2%
Q2 2016$228,000
+1.3%
9,0000.0%0.06%
+1.6%
Q1 2014$225,0009,0000.06%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
TLWM 394,303$9,792,0005.04%
Tillar-Wenstrup Advisors, LLC 281,747$7,001,0004.06%
MV CAPITAL MANAGEMENT, INC. 550,979$13,692,0003.11%
BRANDYWINE OAK PRIVATE WEALTH LLC 622,342$15,465,0002.93%
Guidant Wealth Advisors 237,267$5,896,0002.19%
ALTERNA WEALTH MANAGEMENT, INC 73,849$1,835,0002.17%
RVW Wealth, LLC 265,563$6,599,0001.57%
Fragasso Group Inc. 321,472$7,989,0001.48%
CORDA Investment Management, LLC. 492,995$12,250,0001.34%
Merit Financial Group, LLC 453,557$11,271,0001.23%
View complete list of ISHARES TR shareholders