Geneva Partners, LLC - 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
Geneva Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$500,000
-26.3%
15,315
-27.7%
0.38%
-28.6%
Q2 2018$678,000
-15.4%
21,168
-12.7%
0.54%
-18.4%
Q1 2018$801,000
-15.0%
24,260
-13.0%
0.66%
-6.4%
Q4 2017$942,000
+9.2%
27,871
+9.0%
0.70%
+3.5%
Q3 2017$863,000
+106.0%
25,561
+99.5%
0.68%
+81.3%
Q2 2016$419,00012,8110.38%
Other shareholders
ISHARES TR shareholders Q3 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