Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$318,000
+53.6%
7,215
-0.2%
0.04%
-11.4%
Q4 2018$207,000
-97.7%
7,228
-97.6%
0.04%
-61.4%
Q3 2018$9,051,000
+2.3%
303,027
+7.6%
0.11%
+14.0%
Q2 2018$8,851,000
+2952.1%
281,641
+3057.4%
0.10%
+81.8%
Q1 2018$290,000
-6.5%
8,920
-1.4%
0.06%
-5.2%
Q4 2017$310,000
+3.0%
9,0510.0%0.06%
-6.5%
Q3 2017$301,000
+33.2%
9,051
+29.7%
0.06%
+21.6%
Q2 2017$226,000
+4.6%
6,978
-3.3%
0.05%
-26.1%
Q4 2016$216,000
-1.8%
7,215
-2.0%
0.07%
-14.8%
Q3 2016$220,0007,3650.08%
Other shareholders
ISHARES TR shareholders Q2 2017
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