Newport Wealth Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$209,000
-11.4%
6,230
-15.4%
0.15%
-44.3%
Q2 2018$236,000
-54.3%
7,365
-52.9%
0.27%
-32.4%
Q1 2018$516,000
-6.4%
15,6300.0%0.40%
+2.5%
Q4 2017$551,00015,6300.39%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
First National Bank of Hutchinson 847,196$19,147,0009.67%
Independence Wealth Advisors, Inc. 327,116$7,393,0008.89%
Camarda Financial Advisors, LLC 38,798$877,0004.43%
Round Table Services, LLC 466,457$10,542,0004.39%
MONETA GROUP INVESTMENT ADVISORS LLC 1,704,912$38,531,0004.01%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$20,295,0002.94%
Murphy, Middleton, Hinkle & Parker, Inc. 120,447$2,722,0002.40%
Wealth Advisors of Tampa Bay, LLC 94,088$2,126,0002.38%
ACCURATE INVESTMENT SOLUTIONS, INC. 125,502$2,836,0002.30%
AGILIS PARTNERS LLC 105,028$2,374,0002.26%
View complete list of ISHARES TR shareholders