Winthrop Partners - WNY, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
Winthrop Partners - WNY, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$2,026,903,000
+6.4%
65,937
+6.3%
1.37%
-4.1%
Q2 2019$1,905,315,000
+4.6%
62,022
+6.1%
1.43%
+0.5%
Q1 2019$1,821,247,000
+173.1%
58,467
+151.7%
1.42%
+128.1%
Q4 2018$666,875,000
-50.2%
23,228
-43.3%
0.62%
-42.4%
Q3 2018$1,337,764,000
+4.0%
40,998
+2.2%
1.08%
+1.0%
Q2 2018$1,286,294,000
+9.4%
40,134
+13.9%
1.07%
+18.2%
Q1 2018$1,175,358,000
+5.6%
35,222
+7.0%
0.90%
-0.3%
Q4 2017$1,112,585,00032,9070.91%
Other shareholders
ISHARES TR shareholders Q2 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